|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
|
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|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
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|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Krs Capital Management, Llc
|
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|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
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|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
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|
Principal Securities, Inc.
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Aigen Investment Management, Lp
|
|
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First Financial Corp /in/
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
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|
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|
D. E. Shaw & Co., Inc.
|
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|
Harbor Investment Advisory, Llc
|
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|
Andrew Hill Investment Advisors, Inc.
|
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|
First Western Trust Bank
|
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|
|
Savant Capital, LLC
|
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|
Swiss National Bank
|
|
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|
Pensionmark Financial Group, Llc
|
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
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|
Brevan Howard Capital Management LP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
Gentry Private Wealth, Llc
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|
State of Tennessee, Treasury Department
|
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|
First Manhattan Co
|
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|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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|
Fortitude Family Office, LLC
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
Lindbrook Capital, Llc
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State of New Jersey Common Pension Fund D
|
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Princeton Global Asset Management LLC
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iA Global Asset Management Inc.
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High Net Worth Advisory Group LLC
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Guggenheim Capital Llc
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Aventail Capital Group, LP
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Castle Rock Wealth Management, LLC
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Kayne Anderson Capital Advisors Lp
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Twelve Points Wealth Management LLC
|
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Davidson Capital Management Inc.
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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WFA Asset Management Corp
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SCS Capital Management LLC
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Everence Capital Management Inc
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Disciplined Equity Management, Inc.
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Cyndeo Wealth Partners, LLC
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Glenview Trust Co
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Marshall Wace, Llp
|
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MainStay CBRE Global Infrastructure Megatrends Fund
|
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Nissay Asset Management Corp /japan/ /adv
|
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Atria Investments Llc
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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New York State Teachers Retirement System
|
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Westwood Holdings Group Inc
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Southland Equity Partners LLC
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Y-Intercept (Hong Kong) Ltd
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Onefund, Llc
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Mechanics Financial Corp
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AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
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AlTi Global, Inc.
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JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
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Welch Group, LLC
|
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Capital Advisors, Ltd. LLC
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Meketa Infrastructure Fund
|
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Avantax Advisory Services, Inc.
|
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Northern Trust Corp
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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West Oak Capital, LLC
|
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Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Putnam Fl Investment Management Co
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
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Birch Capital Management, LLC
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Nomura Holdings Inc
|
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Plato Investment Management Ltd
|
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
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|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
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|
RFG Advisory, LLC
|
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|
Total Clarity Wealth Management, Inc.
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Townsquare Capital Llc
|
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RB Capital Management, LLC
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Gwn Securities Inc.
|
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|
Chapin Davis, Inc.
|
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Fiduciary Group LLC
|
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|
Curat Global, LLC
|
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|
Profund Advisors Llc
|
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|
Fwl Investment Management, Llc
|
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|
Df Dent & Co Inc
|
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|
Deseret Mutual Benefit Administrators
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Mackenzie Financial Corp
|
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|
Robertson Opportunity Capital, LLC
|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Acropolis Investment Management, LLC
|
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|
Core Alternative Capital
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
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|
PSI Advisors, LLC
|
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|
Sanders Morris Harris Llc
|
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|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
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|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
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|
|
|
Nova Wealth Management, Inc.
|
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|
|
Argent Trust Co
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Heronetta Management, L.P.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
FineMark National Bank & Trust
|
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Rede Wealth, LLC
|
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GW&K Investment Management, LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
Navellier & Associates Inc
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Winton Capital Group Ltd
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
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Boyd Watterson Asset Management Llc/oh
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Citizens Financial Group Inc/ri
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Blankinship & Foster, LLC
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Plante Moran Financial Advisors, LLC
|
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IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
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Atlas Wealth LLC
|
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GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
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Daiwa Securities Group Inc.
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Clearbridge Investments, LLC
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O'shaughnessy Asset Management, Llc
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Transce3nd, LLC
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Financial Network Wealth Advisors LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Bessemer Group Inc
|
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J.w. Cole Advisors, Inc.
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First Command Advisory Services, Inc.
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HFM Investment Advisors, LLC
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Aptus Capital Advisors, LLC
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Mbb Public Markets I Llc
|
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MONECO Advisors, LLC
|
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Kennedy Capital Management, Inc.
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
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|
Strategic Financial Concepts, LLC
|
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Commerce Bank
|
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Redwood Investment Management, Llc
|
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Charles Schwab Investment Management Inc
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Albert D Mason Inc
|
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First Trust Advisors Lp
|
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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Bramshill Investments, LLC
|
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Horst & Graben Wealth Management LLC
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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Cherokee Insurance Co
|
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Portside Wealth Group, LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Axxcess Wealth Management, Llc
|
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Rs Crum Inc.
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Quantinno Capital Management LP
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Turtle Creek Wealth Advisors, LLC
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Conning Inc.
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Tanglewood Legacy Advisors, LLC
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Allworth Financial LP
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Advisory Services Network, LLC
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Meixler Investment Management, Ltd.
|
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Cidel Asset Management Inc
|
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New Age Alpha Advisors, LLC
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Greenleaf Trust
|
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Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
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Summit Global Investments
|
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Toth Financial Advisory Corp
|
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Avalon Trust Co
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Perkins Coie Trust Co
|
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Wealth Quarterback LLC
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Tower Wealth Partners, Inc.
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
LMG Wealth Partners, LLC
|
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Socorro Asset Management LP
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
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|
Perissos Private Wealth Management, LLC
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
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|
|
Avidian Wealth Solutions, LLC
|
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|
HighPoint Advisor Group LLC
|
|
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|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
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|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
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|
Farther Finance Advisors, LLC
|
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|
Twin Tree Management, LP
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
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|
|
Bridges Investment Management Inc
|
|
|
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|
|
Clarius Group, LLC
|
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|
|
Chung Wu Investment Group, LLC
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
Congress Wealth Management LLC / DE /
|
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|
Main Street Group, LTD
|
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|
Susquehanna International Group, Llp
|
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|
Natixis Advisors, L.p.
|
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|
|
|
BlackRock, Inc.
|
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|
|
Ferguson Wellman Capital Management, Inc
|
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|
|
|
|
Capital Investment Advisory Services, LLC
|
|
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|
|
Mindset Wealth Management, Llc
|
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|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
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|
|
Toronto Dominion Bank
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
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|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
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|
|
|
|
Geneos Wealth Management Inc.
|
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|
|
|
Platform Technology Partners
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
MLPA - Global X Funds - Global X MLP ETF
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
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|
|
GeoWealth Management, LLC
|
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
DecisionPoint Financial, LLC
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
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|
CX Institutional
|
|
|
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|
Fox Run Management, L.l.c.
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Sequoia Financial Advisors, LLC
|
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|
Ascent Group, LLC
|
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|
Sunbelt Securities, Inc.
|
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|
Investment Management Corp of Ontario
|
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|
Oxler Private Wealth LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Adirondack Trust Co
|
|
|
|
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|
TCG Advisory Services, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
Birchbrook, Inc.
|
|
|
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
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|
JNBA Financial Advisors
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
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|
TFC Financial Management
|
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|
International Private Wealth Advisors LLC
|
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|
Beutel, Goodman & Co Ltd.
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
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|
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|
Parallel Advisors, LLC
|
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|
Indiana Trust & Investment Management CO
|
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Corps Capital Advisors, LLC
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Chancellor Financial Group WB LP
|
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|
Inscription Capital, LLC
|
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|
Edgestream Partners, L.P.
|
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|
Royal Bank Of Canada
|
|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
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|
|
Byrne Asset Management LLC
|
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|
Collaborative Wealth Managment Inc.
|
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|
Intrua Financial, LLC
|
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|
Oxbow Advisors, LLC
|
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|
AdvisorNet Financial, Inc
|
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Coastline Trust Co
|
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|
Oversea-Chinese Banking CORP Ltd
|
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Creekmur Asset Management LLC
|
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|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
Stony Point Wealth Management Inc.
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Oxford Asset Management Llp
|
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|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
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|
Transform Wealth, LLC
|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Ameritas Advisory Services, LLC
|
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|
Prudential Financial Inc
|
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|
NorthRock Partners, LLC
|
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|
Ethic Inc.
|
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Beese Fulmer Investment Management, Inc.
|
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Baker Tilly Financial, Llc
|
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|
Greenfield Savings Bank
|
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|
Cascade Financial Partners, LLC
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
Meridian Wealth Management, LLC
|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
Tyche Wealth Partners LLC
|
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|
|
Point72 (DIFC) Ltd
|
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|
Dearborn Partners Llc
|
|
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|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Forum Financial Management, LP
|
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|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
Blackrock Corporate High Yield Fund, Inc.
|
|
|
|
|
|
SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Sourcerock Group LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Oakland Financial Corp
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock High Yield ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Busey Wealth Management
|
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|
Bank of Jackson Hole Trust
|
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|
Edgemoor Investment Advisors, Inc.
|
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Sentry Investment Management Llc
|
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Sigma Planning Corp
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
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|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
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|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
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|
Stonegate Investment Group, LLC
|
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|
Arvest Bank Trust Division
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
Morgan Stanley
|
|
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|
Bedel Financial Consulting, Inc.
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
|
|
EntryPoint Capital, LLC
|
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|
Fiduciary Trust Co
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Register Financial Advisors LLC
|
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|
Blackstone Group Inc
|
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Fulcrum Asset Management LLP
|
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Legacy Wealth Managment, LLC/ID
|
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PFG Advisors
|
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Provident Investment Management, Inc.
|
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FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
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AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
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Alliance Wealth Advisors, LLC /UT
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Spring Capital Management, Llc
|
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Private Wealth Advisors, LLC
|
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|
Gulf International Bank (UK) Ltd
|
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|
Toroso Investments, LLC
|
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Quantum Financial Planning Services, Inc.
|
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Erste Asset Management GmbH
|
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MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
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|
|
Burling Wealth Partners, Llc
|
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Legacy Trust
|
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|
Arlington Trust Co LLC
|
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Tompkins Financial Corp
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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Manchester Capital Management LLC
|
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|
Maryland State Retirement & Pension System
|
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|
Montag A & Associates Inc
|
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|
Mayflower Financial Advisors, LLC
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
FSA Wealth Management LLC
|
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|
|
Catalyst Capital Advisors LLC
|
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|
|
Oliver Lagore Vanvalin Investment Group
|
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|
KDT Advisors, LLC
|
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|
Sunpointe, LLC
|
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Janus Henderson Group Plc
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
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|
Baird Financial Group, Inc.
|
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|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
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|
Dynamic Advisor Solutions LLC
|
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Optima Capital Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
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|
Pflug Koory, LLC
|
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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|
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|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
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|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
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BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
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|
|
Lion Street Advisors, LLC
|
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|
Cowa, Llc
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Beacon Capital Management, LLC
|
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|
|
RW Investment Management LLC
|
|
|
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|
|
ARS Wealth Advisors Group, LLC
|
|
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|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
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|
|
|
|
Teza Capital Management LLC
|
|
|
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|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
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|
|
Security National Bank
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Fullcircle Wealth Llc
|
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|
|
Matrix Private Capital Group Llc
|
|
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|
|
American National Bank
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
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|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
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|
Harbour Investments, Inc.
|
|
|
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|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Mystic Asset Management, Inc.
|
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|
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|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
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|
Pineridge Advisors LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
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|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
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|
Oxford Financial Group Ltd
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
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|
|
|
Elo Mutual Pension Insurance Co
|
|
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|
|
|
Mizuho Securities Usa Llc
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
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|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
LaFleur & Godfrey LLC
|
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Great West Life Assurance Co /can/
|
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Pacer Advisors, Inc.
|
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Reuter James Wealth Management, Llc
|
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Keybank National Association/oh
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
American Century Companies Inc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
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|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
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|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
|
WP Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
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|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
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|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
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|
|
Jump Financial, LLC
|
|
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|
Cultivar Capital, Inc.
|
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|
Nfj Investment Group, Llc
|
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|
Proficio Capital Partners LLC
|
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|
Jefferies Financial Group Inc.
|
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|
Aegon Asset Management Uk Plc
|
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|
Burney Co/
|
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|
Vestcor Inc
|
|
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|
Old Second National Bank Of Aurora
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Old Point Trust & Financial Services N A
|
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|
Gabelli Global Utility & Income Trust
|
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|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Fiduciary Alliance LLC
|
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|
Y.D. More Investments Ltd
|
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|
Gladstone Institutional Advisory LLC
|
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|
Sachetta, LLC
|
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|
Cetera Trust Company, N.A
|
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|
Brown Advisory Inc
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
Hendershot Investments Inc.
|
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|
Activest Wealth Management
|
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|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
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|
IMC-Chicago, LLC
|
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|
Venturi Wealth Management, LLC
|
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|
Quadrature Capital Ltd
|
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|
Promus Capital, LLC
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Stolper Co
|
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Colonial Trust Advisors
|
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DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
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|
BankPlus Trust Department
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
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|
Groupe la Francaise
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
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|
Lavaca Capital Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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|
|
|
Natixis
|
|
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SOA Wealth Advisors, LLC.
|
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Hodges Capital Management Inc.
|
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Citigroup Inc
|
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Mitsubishi UFJ Trust & Banking Corp
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
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|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Bridgewater Advisors Inc.
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Larson Financial Group LLC
|
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Abound Wealth Management
|
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Sovran Advisors, LLC
|
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Waterloo Capital, L.P.
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
Invictus Private Wealth, Llc
|
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PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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|
Wealth Preservation Advisors, LLC
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Graypoint LLC
|
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|
Avion Wealth
|
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|
Gabelli Funds Llc
|
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Rafferty Asset Management, LLC
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
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|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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|
Wood Tarver Financial Group, LLC
|
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|
Hardy Reed LLC
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
Point72 Asset Management, L.P.
|
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|
Howard Hughes Medical Institute
|
|
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|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
Sterling Manor Financial, LLC
|
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|
Tradition Wealth Management, LLC
|
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|
Blackston Financial Advisory Group, LLC
|
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|
Norges Bank
|
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|
Merit Financial Group, LLC
|
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|
Ausdal Financial Partners, Inc.
|
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|
Greenwood Capital Associates Llc
|
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|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
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|
|
Westside Investment Management, Inc.
|
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|
Hgk Asset Management Inc
|
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|
Wellington Management Group Llp
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Alternative Investment Advisors, LLC.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
|
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|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
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|
|
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|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
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|
Bank of New York Mellon Corp
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Advisors Management Group Inc /adv
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Panagora Asset Management Inc
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Advantage Trust Co
|
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Texas Bank & Trust Co
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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Cardiff Park Advisors, Llc
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Valued Wealth Advisors LLC
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Stifel Financial Corp
|
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Checchi Capital Advisers, LLC
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Clifford Swan Investment Counsel Llc
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EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
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|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Taylor Hoffman Capital Management LLC
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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Apollon Wealth Management, LLC
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Massmutual Trust Co Fsb/adv
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Rodgers Brothers Inc.
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Van Eck Associates Corp
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Yorktown Management & Research Co Inc
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Grassi Investment Management
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International Assets Investment Management, Llc
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Independent Advisor Alliance
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Westbourne Investment Advisors, Inc.
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Magnetar Financial LLC
|
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|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
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|
Adviser Investments LLC
|
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Firestone Capital Management
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
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|
EP Wealth Advisors, Inc.
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Wedbush Securities Inc
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Tortoise Investment Management, LLC
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Miller Wealth Advisors, Llc
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Bruce G. Allen Investments, LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Tortoise Energy Infrastructure Corp
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RR Advisors, LLC
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Cornerstone Advisory, LLC
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Pandora Wealth, Inc.
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Private Trust Co Na
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Almanack Investment Partners, LLC.
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Zwj Investment Counsel Inc
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Scissortail Wealth Management, LLC
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Louisiana State Employees Retirement System
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Shelton Capital Management
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Integrity Alliance, Llc.
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Challenger Wealth Management
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Bank Of Montreal /can/
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Brian Low Financial Group, Llc
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Brookfield Asset Management Inc.
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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Walleye Capital LLC
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SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
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|
State Of Michigan Retirement System
|
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|
Crewe Advisors LLC
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Roble, Belko & Company, Inc
|
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Columbus Macro, LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
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|
Private Wealth Asset Management, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
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|
Capital Advisors Inc/ok
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
Western Wealth Management, LLC
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
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|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
Community Bank, N.A.
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Kingstone Capital Partners Texas, LLC
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Covestor Ltd
|
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Inceptionr Llc
|
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Generali Investments, Management Co LLC
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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|
Alliancebernstein L.p.
|
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NorthStar Asset Management LLC /NJ/
|
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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Man Group plc
|
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|
Manufacturers Life Insurance Company, The
|
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GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
Amundi
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
City State Bank
|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
Td Private Client Wealth Llc
|
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|
Bank of New Hampshire
|
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|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
SJS Investment Consulting Inc.
|
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|
Anchor Investment Management, LLC
|
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|
Czech National Bank
|
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|
Beaumont Financial Advisors, LLC
|
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|
Wolverine Trading, Llc
|
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|
Prevail Innovative Wealth Advisors, Llc
|
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|
IAG Wealth Partners, LLC
|
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|
Brinker Capital Investments, LLC
|
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|
Autumn Glory Partners, LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
Promethium Advisors,llc
|
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|
Hantz Financial Services, Inc.
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
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|
Shepherd Financial Partners LLC
|
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|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
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|
Park Avenue Securities Llc
|
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|
VSM Wealth Advisory, LLC
|
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|
Equitable Holdings, Inc.
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Walled Lake Planning & Wealth Management, Llc
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Institute for Wealth Management, LLC.
|
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|
Cape Investment Advisory, Inc.
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Tritonpoint Wealth, Llc
|
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|
Schechter Investment Advisors, LLC
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
National Pension Service
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
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|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
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|
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|
Goldman Sachs Group Inc
|
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|
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|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
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|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
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|
Hurley Capital, LLC
|
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Trust Co Of Toledo Na /oh/
|
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Meeder Asset Management Inc
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
PCG Wealth Advisors, LLC
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
Holocene Advisors, LP
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
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|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Harvest Fund Management Co., Ltd
|
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|
Crescent Grove Advisors, LLC
|
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|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Motco
|
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|
New York State Common Retirement Fund
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
apricus wealth, LLC
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Voya Prime Rate Trust
|
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|
Ipsen Advisor Group LLC
|
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Paradigm Financial Partners, Llc
|
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Whipplewood Advisors, LLC
|
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Lakeridge Wealth Management LLC
|
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NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund
|
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Simon Quick Advisors, Llc
|
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CIBC World Markets Inc.
|
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Atlantic Trust, LLC
|
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Jackson Real Assets Fund
|
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Amplify Investments, Llc
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Fisher Asset Management, LLC
|
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|
Royal London Asset Management Ltd
|
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Paradigm Capital Management, LLC/NV
|
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Simplex Trading, Llc
|
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|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
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|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
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|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
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|
Citadel Advisors Llc
|
|
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|
|
Chickasaw Capital Management Llc
|
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
Cfm Wealth Partners Llc
|
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|
Rothschild Investment Llc
|
|
|
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|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
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|
|
Engineers Gate Manager LP
|
|
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|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
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|
|
Barclays Plc
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Melia Wealth LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
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Essex Financial Services, Inc.
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Equitable Trust Co
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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Versant Capital Management, Inc
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Golden State Wealth Management, LLC
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
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J. Safra Sarasin Holding AG
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Cary Street Partners Financial Llc
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Parsons Capital Management Inc/ri
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Rsm Us Wealth Management Llc
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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R.H. Dinel Investment Counsel, Inc.
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Transcendent Capital Group LLC
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Axa S.a.
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Diversified Enterprises, LLC
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Ancora Advisors, LLC
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Selective Wealth Management, Inc.
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RMB Capital Management, LLC
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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Callan Family Office, LLC
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Duff & Phelps Investment Management Co
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Institutional Investment Strategy Fund
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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First Community Trust Na
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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Snowden Capital Advisors LLC
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AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
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Occidental Asset Management, LLC
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PFS Partners, LLC
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Basso Capital Management, L.p.
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Virtus Global Dividend & Income Fund Inc.
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Advisory Alpha, LLC
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Mathes Company, Inc.
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CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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SPC Financial, Inc.
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Legacy Financial Group, Inc.
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Donoghue Forlines LLC
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Webster Bank, N. A.
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General Partner, Inc.
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Fifth Third Wealth Advisors LLC
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Hobbs Group Advisors, LLC
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Fmr Llc
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Mid-American Wealth Advisory Group, Inc.
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Lmp Capital & Income Fund Inc.
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NEOS Investment Management LLC
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
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SageOak Financial, LLC
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Public Employees Retirement System Of Ohio
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Capital Asset Advisory Services LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Hager Investment Management Services, Llc
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Marathon Capital Management
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Huntington National Bank
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Concurrent Investment Advisors, LLC
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Gallagher Fiduciary Advisors, LLC
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
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Glenmede Trust Co Na
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Investment Advisory Services Inc /tx /adv
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Syon Capital Llc
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Northside Capital Management, LLC
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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Capital Square, LLC
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Cornell Pochily Investment Advisors, Inc.
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WPG Advisers, LLC
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Kraft, Davis & Associates, LLC
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Dakota Wealth Management
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Wealthfront Advisers Llc
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Private Advisor Group, LLC
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Whittier Trust Co Of Nevada Inc
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
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Chelsea Counsel Co
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ProShare Advisors LLC
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Resources Management Corp /ct/ /adv
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Disciplined Investments, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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Hartford Financial Management Inc.
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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Clarus Group, Inc.
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Ritholtz Wealth Management
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Amalgamated Bank
|
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City Center Advisors, LLC
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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Bell Investment Advisors, Inc
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REAP Financial Group, LLC
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Parallax Volatility Advisers, L.P.
|
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Commerzbank Aktiengesellschaft /fi
|
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Cadent Capital Advisors, LLC
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Cigna Investments Inc /new
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Midwest Financial Group LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Colony Group, LLC
|
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BOS Asset Management, LLC
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
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CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
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|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
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HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
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Holderness Investments Co
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Lipe & Dalton
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