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Enterprise Bank & Trust Co
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Brown, Lisle/cummings, Inc.
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Financial Management Professionals, Inc.
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Cherokee Insurance Co
|
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Mitchell Mcleod Pugh & Williams Inc
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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Jacobi Capital Management LLC
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Bartlett & Co. Wealth Management Llc
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Wedbush Securities Inc
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Collective Family Office Llc
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Concorde Asset Management, LLC
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Stifel Financial Corp
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Garde Capital, Inc.
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Fort Washington Investment Advisors Inc /oh/
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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Canada Pension Plan Investment Board
|
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Armor Investment Advisors, LLC
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VAUGHAN & Co SECURITIES, INC.
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Zurich Insurance Group Ltd/FI
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GIMFX - GMO TRUST - GMO Implementation Fund
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Harbor Investment Advisory, Llc
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Nbt Bank N A /ny
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First National Trust Co
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Rothschild Investment Llc
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CIBC Private Wealth Group, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Syverson Strege & Co
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Private Wealth Asset Management, LLC
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Ruggaard & Associates LLC
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Groupama Asset Managment
|
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Buckingham Strategic Partners
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Comprehensive Financial Planning, Inc./PA
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Kovitz Investment Group Partners, LLC
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
L2 Asset Management, LLC
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Parallel Advisors, LLC
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Wealth Preservation Advisors, LLC
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QTR Family Wealth, LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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International Assets Investment Management, Llc
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Lighthouse Investment Partners, LLC
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Horizon Investments, LLC
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Generali Investments CEE, investicni spolecnost, a.s.
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Sumitomo Life Insurance Co
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AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Gsa Capital Partners Llp
|
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JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
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Gts Securities Llc
|
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one8zero8, LLC
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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Czech National Bank
|
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Institutional Investment Strategy Fund
|
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Ensign Peak Advisors, Inc
|
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Banque Cantonale Vaudoise
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Private Trust Co Na
|
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City National Bank Of Florida /msd
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Goelzer Investment Management, Inc.
|
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Wetherby Asset Management Inc
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Great West Life Assurance Co /can/
|
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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Aigen Investment Management, Lp
|
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Ronald Blue Trust, Inc.
|
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Wambolt & Associates, LLC
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Csenge Advisory Group
|
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|
Bollard Group LLC
|
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Patton Fund Management, Inc.
|
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Kornitzer Capital Management Inc /ks
|
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Roxbury Financial LLC
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
Meeder Advisory Services, Inc.
|
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Penserra Capital Management LLC
|
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|
Chilton Capital Management Llc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
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|
CENTRAL TRUST Co
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
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|
|
|
Credit Agricole S A
|
|
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|
|
Mustard Seed Financial, LLC
|
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|
|
|
Reyes Financial Architecture, Inc.
|
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|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Avos Capital Management, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
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WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
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|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
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|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
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|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
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|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
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|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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|
Congress Wealth Management LLC / DE /
|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
Citigroup Inc
|
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
Kessler Investment Group, LLC
|
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|
Royal Bank Of Canada
|
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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|
Morgan Stanley
|
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|
James Investment Research Inc
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Crawford Investment Counsel Inc
|
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|
Thoroughbred Financial Services, Llc
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Strs Ohio
|
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|
Wealth Advisory Solutions, LLC
|
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|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Goldman Sachs Group Inc
|
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|
Toronto Dominion Bank
|
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|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
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|
KDT Advisors, LLC
|
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|
PAX Financial Group, LLC
|
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|
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|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
|
Coldstream Capital Management Inc
|
|
|
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|
|
Bruce G. Allen Investments, LLC
|
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|
Everence Capital Management Inc
|
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|
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|
Moody National Bank Trust Division
|
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|
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|
Laraway Financial Inc
|
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|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
TCG Advisory Services, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
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|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
Catalyst Financial Partners Llc
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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Daymark Wealth Partners, Llc
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
|
|
Duff & Phelps Investment Management Co
|
|
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|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
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|
Transce3nd, LLC
|
|
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|
Mutual Of America Capital Management Llc
|
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|
TCTC Holdings, LLC
|
|
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|
Rosenberg Matthew Hamilton
|
|
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|
V-Square Quantitative Management LLC
|
|
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|
Wilsey Asset Management Inc
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Nomura Holdings Inc
|
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|
Allianz Asset Management GmbH
|
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Ameriprise Financial Inc
|
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|
Generali Asset Management SPA SGR
|
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|
Pallas Capital Advisors LLC
|
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|
Cheviot Value Management, LLC
|
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|
Cornerstone Select Advisors, LLC
|
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|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
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|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
Optimum Investment Advisors
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
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|
|
Oak Thistle LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
YANKCOM Partnership
|
|
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|
Old Point Trust & Financial Services N A
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
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|
|
Pinnacle Associates Ltd
|
|
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|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
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|
|
Northern Trust Corp
|
|
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|
Hsbc Holdings Plc
|
|
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|
Principal Diversified Select Real Asset Fund
|
|
|
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|
|
Advisor Group Holdings, Inc.
|
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|
|
Css Llc/il
|
|
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|
|
UBS Group AG
|
|
|
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|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
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|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
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|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
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|
|
Freestone Grove Partners LP
|
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|
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|
|
Highland Capital Management, Llc
|
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|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
|
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|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Oakworth Capital, Inc.
|
|
|
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|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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|
Verus Capital Partners, Llc
|
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Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Auxano Advisors, LLC
|
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|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
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|
IFP Advisors, Inc
|
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|
KPP Advisory Services LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
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|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
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|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
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|
Mathes Company, Inc.
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
Peddock Capital Advisors, Llc
|
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|
Montecito Bank & Trust
|
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|
Trilogy Capital Inc.
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
Tortoise Investment Management, LLC
|
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|
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|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
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|
Infrastructure Capital Advisors, Llc
|
|
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|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
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|
|
|
Mirae Asset Securities (usa) Inc.
|
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|
BluePath Capital Management, LLC
|
|
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|
|
|
Mbb Public Markets I Llc
|
|
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|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
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|
|
SWAN Capital LLC
|
|
|
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|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
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|
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|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Highland Global Allocation Fund
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
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Goepper Burkhardt LLC
|
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CenterStar Asset Management, LLC
|
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Montgomery Investment Management Inc
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
MeadowBrook Investment Advisors LLC
|
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|
Good Steward Wealth Advisors,LLC
|
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
Pinnacle Financial Partners Inc
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
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|
Coppell Advisory Solutions LLC
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
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|
Stephens Consulting, LLC
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
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|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
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Hazlett, Burt & Watson, Inc.
|
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FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
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PBMares Wealth Management LLC
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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|
Steward Partners Investment Advisory, Llc
|
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Johnson Investment Counsel Inc
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Centaurus Financial, Inc.
|
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1620 Investment Advisors, Inc.
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Bellecapital International Ltd.
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
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|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Northwest Bancshares, Inc.
|
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Lombard Odier Asset Management (USA) Corp
|
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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|
Confluence Wealth Services, Inc.
|
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Wealth Alliance Advisory Group, LLC
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Colonial Trust Co / SC
|
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Massachusetts Financial Services Co /ma/
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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Stiles Financial Services Inc
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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Signature Estate & Investment Advisors Llc
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Td Asset Management Inc
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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Mariner Investment Group Llc
|
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Spears Abacus Advisors LLC
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Old Republic International Corp
|
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B. Metzler seel. Sohn & Co. AG
|
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American Century Companies Inc
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
Sienna Gestion
|
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|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
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|
Schechter Investment Advisors, LLC
|
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|
Sendero Wealth Management, LLC
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Strengthening Families & Communities, LLC
|
|
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|
Ubs Asset Management Americas Inc
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
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|
AE Wealth Management LLC
|
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|
RD Lewis Holdings, Inc.
|
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|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
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|
Mv Capital Management, Inc.
|
|
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|
California State Teachers Retirement System
|
|
|
|
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|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
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|
|
Potentia Wealth
|
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
Kentucky Trust Co
|
|
|
|
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|
Robeco Institutional Asset Management B.V.
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Alethea Capital Management, Llc
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
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Stonegate Investment Group, LLC
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Quad-Cities Investment Group, LLC
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|
WPG Advisers, LLC
|
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City State Bank
|
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|
Simplicity Wealth,LLC
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Means Investment Co., Inc.
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Cornerstone Strategic Value Fund Inc
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Emerald Advisors, LLC
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Capstone Investment Advisors, Llc
|
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IMC-Chicago, LLC
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Pinnacle Bancorp, Inc.
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Monument Capital Management
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Dagco, Inc.
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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Police & Firemen's Retirement System of New Jersey
|
|
|
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|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
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|
Highline Wealth Partners Llc
|
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|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Cresset Asset Management, LLC
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|
Copperwynd Financial, LLC
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Gerber, Llc
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
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|
Field & Main Bank
|
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Busey Wealth Management
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
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LongView Wealth Management
|
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|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
McIlrath & Eck, LLC
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Moseley Investment Management Inc
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Perritt Capital Management Inc
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HighPoint Advisor Group LLC
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
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|
|
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Red Door Wealth Management, LLC
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MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
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Paladin Advisory Group, LLC
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Erste Asset Management GmbH
|
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MTM Investment Management, LLC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Tompkins Financial Corp
|
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Chesapeake Wealth Management
|
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Keybank National Association/oh
|
|
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Zions Bancorporation, National Association /ut/
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
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PineBridge Investments, L.P.
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
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|
Macquarie Group Ltd
|
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Iron Horse Wealth Management, LLC
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
One Wealth Advisors, LLC
|
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Transcend Wealth Collective, Llc
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Nikko Asset Management Americas, Inc.
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Wealthbridge Capital Management, Llc
|
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Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
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West Financial Advisors, LLC
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Prudential Plc
|
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Manchester Capital Management LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Boothbay Fund Management, Llc
|
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Essex Savings Bank
|
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
Cornerstone Total Return Fund Inc
|
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Solstein Capital, LLC
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
Rialto Wealth Management, LLC
|
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Chicago Partners Investment Group LLC
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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Perkins Coie Trust Co
|
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Quintet Private Bank (Europe) S.A.
|
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|
PFG Advisors
|
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|
Dakota Wealth Management
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
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|
Scotia Capital Inc.
|
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|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Skylands Capital, LLC
|
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|
Vestor Capital, Llc
|
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|
Bfsg, Llc
|
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|
Caitong International Asset Management Co., Ltd
|
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|
My Legacy Advisors, LLC
|
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|
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|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Shelton Capital Management
|
|
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|
|
Korea Investment CORP
|
|
|
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|
|
Sequoia Financial Advisors, LLC
|
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
Guinness Asset Management LTD
|
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|
Bayforest Capital Ltd
|
|
|
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|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Summit Street Capital Management, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
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|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
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|
Hoey Investments, Inc
|
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|
TD Waterhouse Canada Inc.
|
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Wesbanco Bank Inc
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
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|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
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|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
Fusion Capital, LLC
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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Hughes Financial Services, LLC
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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Reuter James Wealth Management, Llc
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
Group One Trading, L.p.
|
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|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Franklin Resources Inc
|
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Profunds - Profund Vp Oil & Gas
|
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ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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Quadrant Private Wealth Management, LLC
|
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Carmel Capital Management L.L.C.
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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LGT Financial Advisors LLC
|
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Peregrine Asset Advisers, Inc.
|
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Sterling Capital Management LLC
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
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|
Elequin Capital Lp
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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BIGTX - Monteagle Funds - The Texas Fund Class I
|
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Harvest Fund Management Co., Ltd
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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Peoples Bank/KS
|
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Fox Run Management, L.l.c.
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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U S Global Investors Inc
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Eq Wealth Advisors, Llc
|
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New York Life Investment Management Llc
|
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Exchange Capital Management, Inc.
|
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Old Second National Bank Of Aurora
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Flaharty Asset Management, LLC
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Abc Arbitrage Sa
|
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AustralianSuper Pty Ltd
|
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AlTi Global, Inc.
|
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Capital Investment Advisory Services, LLC
|
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|
Navellier & Associates Inc
|
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Smithfield Trust Co
|
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|
Wealthcare Advisory Partners LLC
|
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|
Mackenzie Financial Corp
|
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VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
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|
Gladstone Institutional Advisory LLC
|
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|
State Street Corp
|
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State of New Jersey Common Pension Fund D
|
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Empowered Funds, LLC
|
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Van Cleef Asset Management,Inc
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
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|
Tranquility Partners, LLC
|
|
|
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|
|
Johnson Financial Group, Inc.
|
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|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
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|
Silverlake Wealth Management Llc
|
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|
SCP Investment, LP
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
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|
|
Summit Financial, LLC
|
|
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|
|
Park Square Financial Group, LLC
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
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|
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|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Fortem Financial Group, Llc
|
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|
Foxby Corp.
|
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|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Solus Alternative Asset Management LP
|
|
|
|
|
|
Delta Global Management LP
|
|
|
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|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
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|
|
Welch & Forbes Llc
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
|
|
|
Td Private Client Wealth Llc
|
|
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Vermillion Wealth Management, Inc.
|
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|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
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|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
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|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Berger Financial Group, Inc
|
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Onefund, Llc
|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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Jennison Associates Llc
|
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Fortitude Family Office, LLC
|
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Colony Group, LLC
|
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Winton Capital Group Ltd
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
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|
Capital Planning Advisors, LLC
|
|
|
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
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|
BKD Wealth Advisors, LLC
|
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|
Bay Harbor Wealth Management, LLC
|
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Savvy Advisors, Inc.
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
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|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
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|
Argyle Capital Management Inc.
|
|
|
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
Vestcor Inc
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
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|
|
Huntleigh Advisors, Inc.
|
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Fundamentun, Llc
|
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Ameritas Investment Partners, Inc.
|
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Dynamic Technology Lab Private Ltd
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
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|
Hibernia Wealth Partners, LLC
|
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|
Appleton Partners Inc/ma
|
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|
StoneX Group Inc.
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
North Star Investment Management Corp.
|
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|
DecisionPoint Financial, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
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|
Access Financial Services, Inc.
|
|
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|
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|
Bayesian Capital Management, LP
|
|
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|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Oppenheimer & Close, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
|
|
D. E. Shaw & Co., Inc.
|
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|
West Oak Capital, LLC
|
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|
Achmea Investment Management B.V.
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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|
|
Sagefield Capital LP
|
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|
|
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|
Harvest Portfolios Group Inc.
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
|
|
Qrg Capital Management, Inc.
|
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|
St Germain D J Co Inc
|
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Addison Advisors LLC
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Crewe Advisors LLC
|
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Ilmarinen Mutual Pension Insurance Co
|
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Boyd Watterson Asset Management Llc/oh
|
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|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Zullo Investment Group, Inc.
|
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STRV - EA Series Trust - Strive 500 ETF
|
|
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|
Watts Gwilliam & Co., LLC
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Consolidated Planning Corp
|
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|
E Six Thirteen, Llc
|
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Ameritas Advisory Services, LLC
|
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
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|
Perbak Capital Partners LLP
|
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|
Silvercrest Asset Management Group Llc
|
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TD Capital Management LLC
|
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Glenmede Investment Management, LP
|
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PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
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|
GPS Wealth Strategies Group, LLC
|
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|
|
Kentucky Retirement Systems
|
|
|
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|
|
Pittenger & Anderson Inc
|
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Applied Finance Capital Management, LLC
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
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|
KG&L Capital Management,LLC
|
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
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|
|
Teachers Retirement System Of The State Of Kentucky
|
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|
Trinity Legacy Partners, LLC
|
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Truvestments Capital Llc
|
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Marino, Stram & Associates Llc
|
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Ameriflex Group, Inc.
|
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|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Venture Visionary Partners LLC
|
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|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
|
Fourth Dimension Wealth, LLC
|
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|
WP Advisors, LLC
|
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|
Sierra Ocean, Llc
|
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|
Tiaa Trust, National Association
|
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Motco
|
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|
Ci Investments Inc.
|
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Team Financial Group, LLC
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Soltis Investment Advisors LLC
|
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|
Deutsche Bank Ag\
|
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|
Van Eck Associates Corp
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
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|
M&G Plc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
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|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
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|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
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|
|
Covestor Ltd
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
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|
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|
Towle & Co
|
|
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|
|
Fmr Llc
|
|
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|
|
Brown Advisory Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
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|
|
Cwm, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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|
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
|
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|
Twin Tree Management, LP
|
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|
Baker Avenue Asset Management, LP
|
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|
Activest Wealth Management
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
Atomi Financial Group, Inc.
|
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|
Essex Investment Management Co Llc
|
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|
Intech Investment Management Llc
|
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|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
WealthTrak Capital Management LLC
|
|
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|
Armstrong Advisory Group, Inc
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Central Bank & Trust Co
|
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|
Sovereign Financial Group, Inc.
|
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|
Calamos Advisors LLC
|
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|
Cibc World Markets Corp
|
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|
Quantitative Investment Management, LLC
|
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Wells Fargo & Company/mn
|
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|
Petra Financial Advisors Inc
|
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|
Texas Permanent School Fund
|
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|
Bleakley Financial Group, LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Hudson Capital Management LLC
|
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|
Gulf International Bank (UK) Ltd
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
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|
Aviva Plc
|
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Neumann Capital Management, LLC
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
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|
AMG National Trust Bank
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
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|
Ledyard National Bank
|
|
|
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|
Sapient Capital Llc
|
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Lindbrook Capital, Llc
|
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FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
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|
Integrated Advisors Network LLC
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Asset Dedication, LLC
|
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|
Sunpointe, LLC
|
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|
Investors Research Corp
|
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|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
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|
Elevated Capital Advisors, LLC
|
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|
Semper Augustus Investments Group Llc
|
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Adirondack Trust Co
|
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Putnam Fl Investment Management Co
|
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OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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|
Investment Management Corp of Ontario
|
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Capital Asset Advisory Services LLC
|
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Norinchukin Bank, The
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
Entropy Technologies, LP
|
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|
LPL Financial LLC
|
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Warren Averett Asset Management, LLC
|
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Richard C. Young & CO., LTD.
|
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RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
Yousif Capital Management, Llc
|
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|
Dynamic Advisor Solutions LLC
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
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|
|
|
Bank Of Hawaii
|
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|
Personal Cfo Solutions, Llc
|
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|
Cypress Capital Group
|
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Colonial River Wealth Management, LLC
|
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Banco BTG Pactual S.A.
|
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|
Foster Victor Wealth Advisors, LLC
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
|
Pflug Koory, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
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|
|
|
Howard Hughes Medical Institute
|
|
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|
|
|
Nemes Rush Group LLC
|
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|
Cullen Investment Group, Ltd.
|
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|
J. W. Coons Advisors, LLC
|
|
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|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Mader & Shannon Wealth Management, Inc.
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Dividend & Income Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
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Petredis Investment Advisors Llc
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JustInvest LLC
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Asset Management One Co., Ltd.
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Pacer Advisors, Inc.
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BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
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Atlantic Union Bankshares Corp
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Stratos Wealth Partners, LTD.
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Atwood & Palmer Inc
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Walleye Trading LLC
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
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Archford Capital Strategies, LLC
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
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Arvest Bank Trust Division
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CSU Producer Resources, Inc.
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
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Exchange Traded Concepts, Llc
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Regions Financial Corp
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Farther Finance Advisors, LLC
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TCI Wealth Advisors, Inc.
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Westwood Holdings Group Inc
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Kennondale Capital Management LLC
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Amalgamated Bank
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WealthTrust Axiom LLC
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
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Ashton Thomas Private Wealth, LLC
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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BLPIX - Profunds - Bull Profund Investor Class
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GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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HighTower Advisors, LLC
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Kozak & Associates, Inc.
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SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
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Sandy Spring Bank
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Bristlecone Advisors, LLC
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Silver Coast Investments LLC
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Syon Capital Llc
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Western Wealth Management, LLC
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DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
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FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
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Beacon Investment Advisory Services, Inc.
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Modern Wealth Management, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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J.w. Cole Advisors, Inc.
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1st Source Bank
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United Capital Financial Advisers, Llc
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Hutchinson Capital Management/ca
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Aware Super Pty Ltd as trustee of Aware Super
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BancorpSouth Bank
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Sagespring Wealth Partners, Llc
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Elo Mutual Pension Insurance Co
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O'shaughnessy Asset Management, Llc
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Apollon Wealth Management, LLC
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Foster & Motley Inc
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Avestar Capital, LLC
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Evolution Wealth Management Inc.
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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ECML - EA Series Trust - Euclidean Fundamental Value ETF
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Richardson Financial Services Inc.
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
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Gradient Investments LLC
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Voleon Capital Management Lp
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Cidel Asset Management Inc
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
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Principal Securities, Inc.
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Mowery & Schoenfeld Wealth Management, LLC
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Sentry Investment Management Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
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Bahl & Gaynor Inc
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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Country Trust Bank
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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Park Place Capital Corp
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Man Group plc
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
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Ransom Advisory, Ltd
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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Kayne Anderson Rudnick Investment Management Llc
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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X-Square Capital, LLC
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FUKOKU MUTUAL LIFE INSURANCE Co
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LCM Capital Management Inc
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Waddell & Associates, Llc
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Kieckhefer Group Llc
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
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RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
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Heritage Wealth Management, Inc.
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Whittier Trust Co
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Norges Bank
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Venturi Wealth Management, LLC
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Louisiana State Employees Retirement System
|
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Parsons Capital Management Inc/ri
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Legacy Wealth Managment, LLC/ID
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Crossmark Global Holdings, Inc.
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Drive Wealth Management, Llc
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Oppenheimer & Co Inc
|
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OneAscent Financial Services LLC
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Whittier Trust Co Of Nevada Inc
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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Heritage Wealth Advisors
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Nova Wealth Management, Inc.
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DnB Asset Management AS
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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Florida Financial Advisors, Llc
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IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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American Capital Advisory, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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Bill Few Associates, Inc.
|
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Campbell & CO Investment Adviser LLC
|
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Ostrum Asset Management
|
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MASTERINVEST Kapitalanlage GmbH
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Wealth Management Associates, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Prosperity Consulting Group, LLC
|
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Perpetual Ltd
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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Lazard Asset Management Llc
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Patrick M Sweeney & Associates, Inc
|
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Bangor Savings Bank
|
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Picton Mahoney Asset Management
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