|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Graver Capital Management, LLC
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Kettle Hill Capital Management, Llc
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Alternative Investment Advisors, LLC.
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Lsp Investment Advisors, Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Smith Asset Management Co., LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Schulz Wealth, LTD.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
McGrath & Associates, Inc.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Linden Advisors Lp
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
