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Tanager Wealth Management LLP
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Atwood & Palmer Inc
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
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|
Novem Group
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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Patton Fund Management, Inc.
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Waterloo Capital, L.P.
|
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Intrua Financial, LLC
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
tru Independence LLC
|
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|
DecisionPoint Financial, LLC
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
Strategic Wealth Partners, Ltd.
|
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Principle Wealth Partners Llc
|
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Warren Averett Asset Management, LLC
|
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BRYN MAWR TRUST Co
|
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GLOBALT Investments LLC / GA
|
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VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Polar Capital Holdings Plc
|
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New Age Alpha Advisors, LLC
|
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Waters Parkerson & Co., Llc
|
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Arlington Trust Co LLC
|
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
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Optiver Holding B.V.
|
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Platform Technology Partners
|
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Financial Connections Group, Inc.
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PFG Investments, LLC
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Quadrant Capital Group Llc
|
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St Germain D J Co Inc
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Eisler Capital Management Ltd.
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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Simplex Trading, Llc
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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Css Llc/il
|
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Ci Investments Inc.
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Bain Capital Public Equity Management Ii, Llc
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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Lavaca Capital Llc
|
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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Employees Retirement System of Texas
|
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|
Choate Investment Advisors
|
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Parsons Capital Management Inc/ri
|
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Prepared Retirement Institute LLC
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Veracity Capital LLC
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
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|
Cresset Asset Management, LLC
|
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|
Sunbelt Securities, Inc.
|
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Main Street Group, LTD
|
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Kingsview Wealth Management, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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|
Natural Investments, Llc
|
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|
Western Pacific Wealth Management, LP
|
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|
Iron Horse Wealth Management, LLC
|
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683 Capital Management, LLC
|
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Nbt Bank N A /ny
|
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|
Gabelli Funds Llc
|
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HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
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|
Banque Cantonale Vaudoise
|
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|
Hills Bank & Trust Co
|
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|
IMS Capital Management
|
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|
Asset Management One Co., Ltd.
|
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Primoris Wealth Advisors, Llc
|
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|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
TIG Advisors, LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
AF Advisors, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
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Baker Avenue Asset Management, LP
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Royal London Asset Management Ltd
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Mayfair Advisory Group, LLC
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Harbor Investment Advisory, Llc
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Great Valley Advisor Group, Inc.
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
Orion Capital Management LLC
|
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Intrust Bank Na
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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ProVise Management Group, LLC
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Savvy Advisors, Inc.
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AdvisorNet Financial, Inc
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Palestra Capital Management LLC
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Gables Capital Management Inc.
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NEOS Investment Management LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Public Employees Retirement System Of Ohio
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Enterprise Financial Services Corp
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Confluence Wealth Services, Inc.
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Bank Of Nova Scotia
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IFG Advisors, LLC
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Arkadios Wealth Advisors
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Spectrum Financial Alliance Ltd LLC
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Artemis Investment Management LLP
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
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|
Jupiter Wealth Management LLC
|
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Venture Visionary Partners LLC
|
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Wealthspire Advisors, LLC
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Toth Financial Advisory Corp
|
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Linden Thomas Advisory Services, LLC
|
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Robertson Stephens Wealth Management, LLC
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Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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Bogart Wealth, LLC
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Sowell Financial Services LLC
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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Schroder Investment Management Group
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Summit Financial, LLC
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TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
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Southern Capital Advisors, Llc
|
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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Wilmar Advisors LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Institute for Wealth Management, LLC.
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Sumitomo Mitsui Financial Group, Inc.
|
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IFP Advisors, Inc
|
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VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
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City State Bank
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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Caitong International Asset Management Co., Ltd
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Patron Partners Advisors, Llc
|
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Everpar Advisors Llc
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
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CoreFirst Bank & Trust
|
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Insight Advisors, LLC/ PA
|
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WealthTrak Capital Management LLC
|
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Laurel Wealth Advisors LLC
|
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NDVR, Inc.
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Newman Dignan & Sheerar, Inc.
|
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Quent Capital, LLC
|
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SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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|
SCS Capital Management LLC
|
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|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
Mission Creek Capital Partners, Inc.
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
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|
Gabelli Equity Trust Inc
|
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|
Boothbay Fund Management, Llc
|
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|
CIBC World Markets Inc.
|
|
|
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|
Patten & Patten Inc/tn
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
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|
|
Eldred Rock Partners, LLC
|
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|
Diversified Trust Co
|
|
|
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|
Saxony Capital Management, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Lakewood Capital Management, Lp
|
|
|
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|
Symmetry Investments LP
|
|
|
|
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|
Klp Kapitalforvaltning As
|
|
|
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|
|
May Hill Capital, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Cobalt Capital Management, Inc.
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Bain Capital Public Equity, LP
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
140 Summer Partners LP
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
iA Global Asset Management Inc.
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
|
Virginia Retirement Systems Et Al
|
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|
Rodgers Brothers Inc.
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ESL Trust Services, LLC
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Humankind Investments LLC
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Coppell Advisory Solutions LLC
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Flagship Wealth Advisors, Llc
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|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
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Prosperity Consulting Group, LLC
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
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Focus Financial Network, Inc.
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Cross Staff Investments Inc
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
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Belpointe Asset Management LLC
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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Semmax Financial Advisors Inc.
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Covenant Partners, LLC
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One Wealth Capital Management, Llc
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Parcion Private Wealth LLC
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True Link Financial Advisors, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Norges Bank
|
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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Covestor Ltd
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Simplicity Wealth,LLC
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Farmers & Merchants Investments Inc
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
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Gladstone Institutional Advisory LLC
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Perfromance Wealth Partners, LLC
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Manuka Financial, LLC
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Private Wealth Partners, LLC
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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Garrett Investment Advisors LLC
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Peak6 Llc
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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Glaxis Capital Management, LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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Truist Financial Corp
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Aware Super Pty Ltd as trustee of Aware Super
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Dimensional Fund Advisors Lp
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Genesis Private Wealth, Llc
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Capital Advisors Inc/ok
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Newport Trust Co
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Versant Capital Management, Inc
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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Dumont & Blake Investment Advisors Llc
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BLPIX - Profunds - Bull Profund Investor Class
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Prudential Plc
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Heritage Wealth Advisors
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Empirical Finance, LLC
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Cedar Mountain Advisors, LLC
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Mount Lucas Management LP
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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KG&L Capital Management,LLC
|
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Valeo Financial Advisors, LLC
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Farmers Trust Co
|
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Nicolet Advisory Services, Llc
|
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CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
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Aviso Wealth Management
|
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Crown Wealth Group, LLC
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Tufton Capital Management
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Country Club Bank /gfn
|
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Navalign, LLC
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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Stock Yards Bank & Trust Co
|
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
Qrg Capital Management, Inc.
|
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Holistic Planning, LLC
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Rsm Us Wealth Management Llc
|
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Prossimo Advisors, LLC
|
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|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
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|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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|
Hm Payson & Co
|
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|
Phoenix Holdings Ltd.
|
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|
Kozak & Associates, Inc.
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
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|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
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|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
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|
|
SOUTH STATE Corp
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
CAS Investment Partners, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
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|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
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|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
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|
Illinois Municipal Retirement Fund
|
|
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|
Jpmorgan Chase & Co
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
NorthCrest Asset Manangement, LLC
|
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|
American Money Management, LLC
|
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|
Susquehanna International Group, Llp
|
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|
New Covenant Trust Company, N.A.
|
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|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
|
|
|
Sagard Holdings Management Inc.
|
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|
Diversified Investment Strategies, LLC
|
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|
Ewa, Llc
|
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|
Peoples Financial Services Corp.
|
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First Community Trust Na
|
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|
Hemington Wealth Management
|
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|
|
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|
Parkworth Wealth Management, Inc.
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
|
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|
Spire Wealth Management
|
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|
Newport Capital Group, LLC
|
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Permanent Capital Management, LP
|
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Challenger Wealth Management
|
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Nvwm, Llc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Jackson Thornton Asset Management, Llc
|
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|
TCG Advisory Services, LLC
|
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|
BancorpSouth Bank
|
|
|
|
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|
Brass Tax Wealth Management, Inc
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
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|
Gsa Capital Partners Llp
|
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|
Sound Income Strategies, LLC
|
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West Paces Advisors Inc.
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
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|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
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|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
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|
Kcm Investment Advisors Llc
|
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SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
Fulton Bank, N.a.
|
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Grove Bank & Trust
|
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PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
Glenmede Trust Co Na
|
|
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
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|
Glen Eagle Advisors, LLC
|
|
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|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
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|
California Public Employees Retirement System
|
|
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Citadel Advisors Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
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|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
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|
First National Bank Sioux Falls
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
|
Colony Group, LLC
|
|
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|
Mutual Advisors, LLC
|
|
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|
|
|
Nemes Rush Group LLC
|
|
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|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Castle Hook Partners LP
|
|
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|
|
Sofos Investments, Inc.
|
|
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|
Investment House Llc
|
|
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|
|
Circle Wealth Management, LLC
|
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|
Sessa Capital IM, L.P.
|
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|
Tiemann Investment Advisors, Llc
|
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|
|
|
Edgar Lomax Co/va
|
|
|
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|
|
J2 Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Cna Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
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|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
|
|
|
LGT Fund Management Co Ltd.
|
|
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|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Southpoint Capital Advisors LP
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Chico Wealth RIA
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Dendur Capital Lp
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
|
|
|
Candriam Luxembourg S.C.A.
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
Natixis Advisors, L.p.
|
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|
IFS Advisors, LLC
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
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|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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|
Nomura Asset Management Co Ltd
|
|
|
|
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|
Allianz Asset Management GmbH
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Cwm, Llc
|
|
|
|
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|
Avestar Capital, LLC
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Pensionmark Financial Group, Llc
|
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D1 Capital Partners L.P.
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Worldquant Millennium Advisors Llc
|
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Assenagon Asset Management S.A.
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|
Mercer Global Advisors Inc /adv
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|
First Citizens Bank & Trust Co
|
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|
CoreCap Advisors, LLC
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
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|
Ruane, Cunniff & Goldfarb L.P.
|
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Evelyn Partners Investment Management Services Ltd
|
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Unified Investment Management
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
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|
Deprince Race & Zollo Inc
|
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|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
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|
Camden National Bank
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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Smith Thornton Advisors LLC
|
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ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
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|
Arrowstreet Capital, Limited Partnership
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
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|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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Public Employees Retirement Association Of Colorado
|
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Hollencrest Capital Management
|
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Volterra Technologies LP
|
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Trustmark National Bank Trust Department
|
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Wealth Advisors of Tampa Bay, LLC
|
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LPL Financial LLC
|
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|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
Golden State Equity Partners
|
|
|
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Pennsylvania Capital Management Inc /adv
|
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|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
Mn Services Vermogensbeheer B.V.
|
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Junto Capital Management LP
|
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|
Crawford Investment Counsel Inc
|
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|
Qube Research & Technologies Ltd
|
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|
Frank, Rimerman Advisors LLC
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
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|
Midwest Trust Co
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
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|
Private Wealth Asset Management, LLC
|
|
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|
Brooks, Moore & Associates, Inc.
|
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|
Sargent Investment Group, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
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|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
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|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Toms Capital Investment Management Lp
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Dauntless Investment Group, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
14B Captial Management LP
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Troluce Capital Advisors LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Chesapeake Wealth Management
|
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Montag A & Associates Inc
|
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Parisi Gray Wealth Management
|
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NJ State Employees Deferred Compensation Plan
|
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|
Factorial Partners, Llc
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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|
Chilton Investment Co Llc
|
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|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
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|
Financial Management Professionals, Inc.
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Good Life Advisors, LLC
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|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
McAdam, LLC
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|
Sachetta, LLC
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Tompkins Financial Corp
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|
Scientech Research LLC
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Banque Pictet & Cie Sa
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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|
Convergence Investment Partners, LLC
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Sustainable Insight Capital Management, LLC
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Destination Wealth Management
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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Jacobi Capital Management LLC
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|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
Fortis Group Advisors, LLC
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Provenance Wealth Advisors, LLC
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Retireful, LLC
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Capula Management Ltd
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Cohen Capital Management, Inc.
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Fwl Investment Management, Llc
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Insigneo Advisory Services, Llc
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Whelan Financial
|
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Beacon Pointe Advisors, LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
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|
Treasurer of the State of North Carolina
|
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|
Traub Capital Management LLC
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Global Financial Private Client, LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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American Assets Inc
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Soltis Investment Advisors LLC
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Heritage Trust Co
|
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Quantinno Capital Management LP
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Integral Investment Advisors, Inc.
|
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Calamos Wealth Management LLC
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Foundations Investment Advisors, LLC
|
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Capital A Wealth Management, LLC
|
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Level Four Advisory Services, Llc
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Rothschild Investment Llc
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Swiss National Bank
|
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OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
Susquehanna Portfolio Strategies, LLC
|
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Aviva Plc
|
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Quaker Wealth Management, LLC
|
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Principia Wealth Advisory, LLC
|
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|
Aletheian Wealth Advisors LLC
|
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Boston Private Wealth Llc
|
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Commonwealth Retirement Investments LLC
|
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Bingham Private Wealth, Llc
|
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Transcend Wealth Collective, Llc
|
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Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
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|
Madison Asset Management, LLC
|
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|
Dynamic Technology Lab Private Ltd
|
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|
SJS Investment Consulting Inc.
|
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Atomi Financial Group, Inc.
|
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Renaissance Group Llc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Byrne Asset Management LLC
|
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|
Everhart Financial Group, Inc.
|
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M&G Plc
|
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Moloney Securities Asset Management, LLC
|
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|
Burt Wealth Advisors
|
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|
Capital Asset Advisory Services LLC
|
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|
Invesco Ltd.
|
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|
Relative Value Fund
|
|
|
|
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|
Beacon Capital Management, LLC
|
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|
1776 Wealth LLC
|
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|
Rossby Financial, LCC
|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
United Asset Strategies, Inc.
|
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|
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|
Forsta Ap-fonden
|
|
|
|
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|
Founders Grove Wealth Partners, Llc
|
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
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|
|
|
Transce3nd, LLC
|
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|
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|
Atria Investments Llc
|
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|
Truvestments Capital Llc
|
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|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Meritage Group LP
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Abrams Bison Investments, Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Wedgewood Investors Inc /pa/
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Richard Bernstein Advisors LLC
|
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Old National Bancorp /in/
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Covenant Asset Management, LLC
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Kodai Capital Management LP
|
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|
RD Lewis Holdings, Inc.
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Cranbrook Wealth Management, LLC
|
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Ubs Asset Management Americas Inc
|
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Hilltop National Bank
|
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LS Investment Advisors, LLC
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Mml Investors Services, Llc
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Eastern Bank
|
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Shelton Capital Management
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Richwood Investment Advisors, LLC
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10Elms LLP
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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Aqr Capital Management Llc
|
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Canada Post Corp Registered Pension Plan
|
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XML Financial, LLC
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Inlet Private Wealth, LLC
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Charter Oak Capital Management, LLC
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
Wetherby Asset Management Inc
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Sittner & Nelson, Llc
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Bank Of America Corp /de/
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Marco Investment Management Llc
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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Integrated Advisors Network LLC
|
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LB Partners LLC
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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Bay Capital Advisors, LLC
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Bernard Wealth Management Corp.
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Compagnie Lombard Odier SCmA
|
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Hennessy Advisors Inc
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Kinneret Advisory, LLC
|
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WealthCollab, LLC
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Obsidian Personal Planning Solutions LLC
|
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Alua Capital Management LP
|
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Bank Of Montreal /can/
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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Verus Financial Partners, Inc.
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Voya Global Advantage & Premium Opportunity Fund
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Morningstar Investment Management LLC
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
OneAscent Family Office, LLC
|
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|
First Interstate Bank
|
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Lido Advisors, LLC
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
Zweig-DiMenna Associates LLC
|
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|
First Fiduciary Investment Counsel, Inc.
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Stonegate Investment Group, LLC
|
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Citizens Financial Group Inc/ri
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Essex Savings Bank
|
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FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
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|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
Assetmark, Inc
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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Ruggaard & Associates LLC
|
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|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
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|
|
Securian Asset Management, Inc
|
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Howard Capital Management Inc.
|
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Foster Group, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Loomis Sayles & Co L P
|
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STRV - EA Series Trust - Strive 500 ETF
|
|
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|
Meeder Advisory Services, Inc.
|
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Rowland & Co Investment Counsel/adv
|
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|
Fulton Breakefield Broenniman Llc
|
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Birch Hill Investment Advisors LLC
|
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|
Ritholtz Wealth Management
|
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|
Somerset Trust Co
|
|
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|
Steigerwald, Gordon & Koch Inc.
|
|
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|
Capstone Wealth Management Group LLC
|
|
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|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
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|
Baird Financial Group, Inc.
|
|
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|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
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|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
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|
|
Archer Investment Corp
|
|
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|
|
|
Zhang Financial LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
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|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Lone Pine Capital Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
PCJ Investment Counsel Ltd.
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Fernbridge Capital Management Lp
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Pb Investment Partners, L.p.
|
|
|
|
|
|
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Birnam Oak Advisors, LP
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
One Fin Capital Management LP
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Philadelphia Financial Management of San Francisco, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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Northeast Financial Consultants Inc
|
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Millington Financial Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Discovery Capital Management, Llc / Ct
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Advisor OS, LLC
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Financial Engines Advisors L.L.C.
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Caldwell Securities, Inc
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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Vestor Capital, Llc
|
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CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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Garda Capital Partners Lp
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Newbridge Financial Services Group, Inc.
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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AIA Group Ltd
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Xcel Wealth Management, LLC
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Bellwether Advisors, LLC
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Centerpoint Advisors, LLC
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State Board Of Administration Of Florida Retirement System
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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West Branch Capital LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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|
Merit Financial Group, LLC
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Smith Chas P & Associates Pa Cpas
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Maple Capital Management, Inc.
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Kathmere Capital Management, LLC
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Bartlett & Co. Wealth Management Llc
|
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Wellington Management Group Llp
|
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
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Jackson 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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|
Clark Capital Management Group, Inc.
|
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Councilmark Asset Management, LLC
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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CBIZ Investment Advisory Services, LLC
|
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RB Capital Management, LLC
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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N.E.W. Advisory Services LLC
|
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OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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Siemens Fonds Invest GmbH
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Round Hill Asset Management
|
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Td Asset Management Inc
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Winton Capital Group Ltd
|
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AssuredPartners Investment Advisors, LLC
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OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
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Principal Financial Group Inc
|
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E. Ohman J:or Asset Management AB
|
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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Sivia Capital Partners, LLC
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Clearbridge Investments, LLC
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Capital International Inc /ca/
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Kentucky Retirement Systems Insurance Trust Fund
|
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Solstein Capital, LLC
|
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VeraBank, N.A.
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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WFA of San Diego, LLC
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Macquarie Group Ltd
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Stablepoint Partners, LLC
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Waverton Investment Management Ltd
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Vestcor Inc
|
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SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
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Keebeck Wealth Management, LLC
|
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Astoria Portfolio Advisors LLC.
|
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MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
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Caisse De Depot Et Placement Du Quebec
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
Steel Peak Wealth Management LLC
|
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|
Resurgent Financial Advisors LLC
|
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|
Teewinot Capital Advisers, L.L.C.
|
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First Bank & Trust
|
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|
Ethic Inc.
|
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Buttonwood Financial Advisors Inc.
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Stony Point Capital LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Yost Capital Management, L.L.C.
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Loews Corp
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Chicago Wealth Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
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Wolverine Trading, Llc
|
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|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
|
Groupama Asset Managment
|
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|
Lowe Brockenbrough & Co Inc
|
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|
Atlas Capital Advisors Llc
|
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|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
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|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
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|
Centurion Wealth Management LLC
|
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|
Barlow Wealth Partners, Inc.
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Toroso Investments, LLC
|
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|
Morse Asset Management, Inc
|
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Catalyst Financial Partners Llc
|
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Credit Industriel Et Commercial
|
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Bank of Marin
|
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Gts Securities Llc
|
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Sanibel Captiva Trust Company, Inc.
|
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Bayesian Capital Management, LP
|
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Woodline Partners LP
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
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|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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Qtron Investments LLC
|
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LMG Wealth Partners, LLC
|
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Burns J W & Co Inc/ny
|
|
|
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|
Canopy Partners, LLC
|
|
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|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
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|
|
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|
Arbor Investment Advisors, LLC
|
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|
Ceredex Value Advisors LLC
|
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|
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|
Missouri Trust & Investment Co
|
|
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Wealth Preservation Advisors, LLC
|
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
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|
Waddell & Associates, Llc
|
|
|
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Plato Investment Management Ltd
|
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Global Endowment Management, LP
|
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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|
Daymark Wealth Partners, Llc
|
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|
Nwam Llc
|
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Federated Hermes, Inc.
|
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TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
S&t Bank/pa
|
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EJF Capital LLC
|
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|
Cidel Asset Management Inc
|
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|
Apella Capital, LLC
|
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|
DAVENPORT & Co LLC
|
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Sunflower Bank, N.A.
|
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MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
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|
Hara Capital LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Callodine Capital Management, LP
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
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|
Prelude Capital Management, Llc
|
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|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Bruni J V & Co /co
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
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Sovran Advisors, LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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First PREMIER Bank
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First Citizens Financial Corp
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Adage Capital Partners Gp, L.l.c.
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
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Eagle Capital Management Llc
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1832 Asset Management L.P.
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
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Alhambra Investment Partners LLC
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Bronte Capital Management Pty Ltd.
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
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D.a. Davidson & Co.
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Ameritas Advisory Services, LLC
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B. Metzler seel. Sohn & Co. AG
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
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Strong Tower Advisory Services
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Swedbank AB
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Belvedere Trading LLC
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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Thompson Siegel & Walmsley Llc
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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First Western Trust Bank
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Cornercap Investment Counsel Inc
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Prana Capital Management, LP
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Tritonpoint Wealth, Llc
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Fullerton Fund Management Co Ltd
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DnB Asset Management AS
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J. W. Coons Advisors, LLC
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Oddo Bhf Asset Management Sas
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Greenfield Savings Bank
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
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Handelsbanken Fonder AB
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Gilliland Jeter Wealth Management LLC
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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Boyd Watterson Asset Management Llc/oh
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Dorsey Wright & Associates
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Clear Harbor Asset Management, LLC
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
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GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Horizon Investments, LLC
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Mizuho Securities Usa Llc
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HBW Advisory Services LLC
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Thomasville National Bank
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Morningstar Investment Services LLC
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Vaughan David Investments Inc/il
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DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
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Dillon & Associates Inc
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Guardian Partners Inc.
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J.w. Cole Advisors, Inc.
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Moneta Group Investment Advisors Llc
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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New Republic Capital, LLC
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Principal Securities, Inc.
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Miracle Mile Advisors, LLC
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Cove Private Wealth, LLC
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Natixis
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
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Group One Trading, L.p.
|
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R Squared Ltd
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Private Trust Co Na
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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Hoese & Co LLP
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Maltese Capital Management Llc
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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Ameriprise Financial Inc
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Supplemental Annuity Collective Trust of NJ
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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Ancora Advisors, LLC
|
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Profund Advisors Llc
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Abound Wealth Management
|
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Harbour Investments, Inc.
|
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Naples Global Advisors, Llc
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Baker Ellis Asset Management LLC
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KBC Group NV
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
Ostrum Asset Management
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
|
We Are One Seven, LLC
|
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|
|
Westwood Holdings Group Inc
|
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|
|
Oliver Luxxe Assets LLC
|
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|
|
|
Lcnb Corp
|
|
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|
Chicago Partners Investment Group LLC
|
|
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|
|
IFM Investors Pty Ltd
|
|
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|
|
|
Riverview Trust Co
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Gdl Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
NewSquare Capital LLC
|
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|
