|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Heronetta Management, L.P.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
|
Ronald Blue Trust, Inc.
|
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|
|
|
|
RFG Advisory, LLC
|
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|
Procyon Private Wealth Partners, LLC
|
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|
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|
Old National Bancorp /in/
|
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|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
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|
|
Whittier Trust Co
|
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|
Philip James Wealth Mangement, LLC
|
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|
Fulton Bank, N.a.
|
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|
Castleark Management Llc
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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|
King Luther Capital Management Corp
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Winnow Wealth Llc
|
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|
BayBridge Capital Group, LLC
|
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|
Uniplan Investment Counsel, Inc.
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
Ausbil Investment Management Ltd
|
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|
Wealth Alliance
|
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|
SILVER OAK SECURITIES, Inc
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
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|
|
O'Brien Greene & Co. Inc
|
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|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
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|
West Family Investments, Inc.
|
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|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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|
Cable Hill Partners, LLC
|
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|
Tower Research Capital LLC (TRC)
|
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|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
Central Bank & Trust Co
|
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|
Stephens Consulting, LLC
|
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|
JNBA Financial Advisors
|
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|
Qtron Investments LLC
|
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|
Profunds - Profund Vp Bull
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
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|
GM Advisory Group, Inc.
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
|
Capital Investment Advisors, LLC
|
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|
|
J. W. Coons Advisors, LLC
|
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|
Jackson Creek Investment Advisors LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
|
Asset Management One Co., Ltd.
|
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|
Fmr Llc
|
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|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
Energy Income Partners, LLC
|
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|
|
Magnetar Financial LLC
|
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|
|
Generali Investments, Management Co LLC
|
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|
GPS Wealth Strategies Group, LLC
|
|
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|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
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|
|
Financially Speaking Inc
|
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|
Clifford Swan Investment Counsel Llc
|
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|
|
Citizens Financial Group Inc/ri
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
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|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
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|
First Bank & Trust
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
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|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
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|
|
Partners Group Private Equity (master Fund), Llc
|
|
|
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|
|
Quarry LP
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Centered Wealth LLC dba Miller Equity Capital Advisors
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
|
|
|
Westwood Holdings Group Inc
|
|
|
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|
|
Delta Asset Management Llc/tn
|
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|
1832 Asset Management L.P.
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
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|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
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|
Squarepoint Ops LLC
|
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|
Vista Investment Partners Llc
|
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|
Nbt Bank N A /ny
|
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First Eagle Investment Management, LLC
|
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|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
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|
Kilter Group LLC
|
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|
Platform Technology Partners
|
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|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
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|
Valley National Advisers Inc
|
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|
Jane Street Group, Llc
|
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|
Pinnacle West Asset Management, Inc.
|
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|
Eagle Global Advisors Llc
|
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|
Jpmorgan Chase & Co
|
|
|
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|
Gts Securities Llc
|
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|
Aureus Asset Management, LLC
|
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|
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|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
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|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
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|
WMG Financial Advisors, LLC
|
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
CapWealth Advisors, LLC
|
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|
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|
TrueWealth Advisors, LLC
|
|
|
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|
Walker Asset Management, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
|
|
Rockland Trust Co
|
|
|
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|
|
Bridges Investment Management Inc
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
Hunter Associates Investment Management Llc
|
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
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|
|
One Capital Management, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
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|
3Chopt Investment Partners, LLC
|
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|
Brasada Capital Management, Lp
|
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|
New York State Teachers Retirement System
|
|
|
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|
DnB Asset Management AS
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
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|
|
Sonora Investment Management Group, LLC
|
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|
Greenland Capital Management LP
|
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|
Cary Street Partner Investment Advisory Llc
|
|
|
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|
|
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
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|
|
Catalyst Capital Advisors LLC
|
|
|
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|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
|
|
|
Belpointe Asset Management LLC
|
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|
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|
|
Cornerstone Capital, Inc.
|
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bLong Financial, LLC
|
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|
CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
|
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|
Merrion Investment Management Co, LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
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|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
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|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
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|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Legal & General Group Plc
|
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|
|
DT Investment Partners, LLC
|
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|
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|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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|
Steadfast Capital Management Lp
|
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|
Geode Capital Management, Llc
|
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Evelyn Partners Investment Management Services Ltd
|
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DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
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|
|
|
Cambridge Financial Group, Inc.
|
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|
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|
|
Susquehanna International Group, Llp
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
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|
|
New Millennium Group LLC
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Autumn Glory Partners, LLC
|
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|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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Cbre Clarion Securities Llc
|
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|
Harvest Investment Advisors, LLC
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
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|
|
Engineers Gate Manager LP
|
|
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|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
Thoroughbred Financial Services, Llc
|
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|
Apollon Wealth Management, LLC
|
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Beech Hill Advisors, Inc.
|
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Texas Permanent School Fund
|
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Hartford Funds Management Co LLC
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
Point72 Hong Kong Ltd
|
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GHP Investment Advisors, Inc.
|
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Northwest & Ethical Investments L.P.
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
Financial Perspectives, Inc
|
|
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|
Arete Wealth Advisors, LLC
|
|
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|
Parallax Volatility Advisers, L.P.
|
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|
United Asset Strategies, Inc.
|
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|
Atlantic Trust, LLC
|
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|
Corigliano Investment Advisers, LLC
|
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|
Davis Investment Partners, LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
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|
|
|
Atwood & Palmer Inc
|
|
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|
|
Allworth Financial LP
|
|
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|
|
First County Bank /CT/
|
|
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|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Mercuria Capital Strategies, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Raiffeisen Bank International AG
|
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Cottonwood Capital Advisors, Llc
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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|
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|
Cornerstone Planning Group LLC
|
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|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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|
Stifel Financial Corp
|
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|
Meridian Wealth Advisors, LLC
|
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|
Symphony Financial, Ltd. Co.
|
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|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
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|
Pensionmark Financial Group, Llc
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Cohen & Steers, Inc.
|
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|
Tower Wealth Partners, Inc.
|
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Nuveen Core Equity Alpha Fund
|
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|
Geneos Wealth Management Inc.
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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Warburton Capital Management, LLC
|
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|
Aviso Financial Inc.
|
|
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Binnacle Investments Inc
|
|
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
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|
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|
ProShare Advisors LLC
|
|
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|
Divergent Planning, LLC
|
|
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|
Centiva Capital, LP
|
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Deutsche Bank Ag\
|
|
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|
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Caisse De Depot Et Placement Du Quebec
|
|
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FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
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|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
Silvercrest Asset Management Group Llc
|
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FourThought Financial Partners, LLC
|
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Standard Life Aberdeen plc
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
|
|
Code Waechter LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
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|
Addison Advisors LLC
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Signaturefd, Llc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Cidel Asset Management Inc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
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|
Resonant Capital Advisors, LLC
|
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|
Avestar Capital, LLC
|
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|
Alta Advisers Ltd
|
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|
Channel Wealth Llc
|
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Colony Group, LLC
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
Artisan Partners Limited Partnership
|
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Manufacturers Life Insurance Company, The
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
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|
Continuum Advisory, LLC
|
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Pictet Asset Management Holding SA
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Stephens Inc /ar/
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Empowered Funds, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
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|
SOA Wealth Advisors, LLC.
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
|
Graybill Bartz & Assoc Ltd
|
|
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|
|
|
Northwestern Mutual Wealth Management Co
|
|
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|
|
AlTi Global, Inc.
|
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|
|
First Trust Advisors Lp
|
|
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|
|
Sit Investment Associates Inc
|
|
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|
Sachetta, LLC
|
|
|
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|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Penbrook Management LLC
|
|
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|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
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|
|
EverSource Wealth Advisors, LLC
|
|
|
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Hamilton Capital, LLC
|
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|
|
Jacobsen Capital Management
|
|
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|
Oppenheimer & Co Inc
|
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|
Mills Wealth Advisors LLC
|
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|
StrongBox Wealth, LLC
|
|
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|
|
GAMMA Investing LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
|
CoreFirst Bank & Trust
|
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|
Pingora Partners LLC
|
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Occidental Asset Management, LLC
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Hartland & Co., LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
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|
Quantbot Technologies LP
|
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
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|
Hsbc Holdings Plc
|
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|
Bank & Trust Co
|
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Freestone Grove Partners LP
|
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|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
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|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
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|
Dakota Community Bank & Trust NA
|
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Royal Bank Of Canada
|
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IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
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Nisa Investment Advisors, Llc
|
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Palisade Asset Management, LLC
|
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Vega Investment Solutions
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
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|
Riverview Trust Co
|
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Voya Prime Rate Trust
|
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Uhlmann Price Securities, Llc
|
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Capital Advisors Inc/ok
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
CIBC World Markets Inc.
|
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Mascoma Wealth Management LLC
|
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Smith, Moore & Co.
|
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|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
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|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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|
Fort Sheridan Advisors Llc
|
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Transform Wealth, LLC
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Core Wealth Partners LLC
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
HB Wealth Management, LLC
|
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|
HighTower Advisors, LLC
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
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|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Tobam
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Yelin Lapidot Holdings Management Ltd.
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Advantage Trust Co
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
Uncommon Cents Investing LLC
|
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|
Arizona State Retirement System
|
|
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|
ISAM Funds (UK) Ltd
|
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Eventide Asset Management, Llc
|
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Everett Harris & Co /ca/
|
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Td Asset Management Inc
|
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|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
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|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
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|
|
Headlands Technologies LLC
|
|
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|
Kinsale Capital Group, Inc.
|
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|
LMR Partners LLP
|
|
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|
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|
Great Valley Advisor Group, Inc.
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
|
Monetary Management Group Inc
|
|
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|
|
West Michigan Advisors, Llc
|
|
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|
Raleigh Capital Management Inc.
|
|
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|
Parkside Financial Bank & Trust
|
|
|
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|
|
Cadent Capital Advisors, LLC
|
|
|
|
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|
Warren Averett Asset Management, LLC
|
|
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|
|
Fractal Investments LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Cibc World Markets Corp
|
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|
Inspire Trust Co, N.a.
|
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Ing Groep Nv
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Us Bancorp \de\
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Gilliland Jeter Wealth Management LLC
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Parsons Capital Management Inc/ri
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|
Bessemer Group Inc
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
Amundi
|
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|
Sierra Summit Advisors Llc
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Hills Bank & Trust Co
|
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|
Treasurer of the State of North Carolina
|
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|
Millstone Evans Group, LLC
|
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Asset Dedication, LLC
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Pinnacle Holdings, LLC
|
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|
Ethic Inc.
|
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Texas Yale Capital Corp.
|
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Jones Financial Companies Lllp
|
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GoalVest Advisory LLC
|
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
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Hollencrest Capital Management
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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Truist Financial Corp
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Golden State Equity Partners
|
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Reuter James Wealth Management, Llc
|
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Arista Wealth Management, LLC
|
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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|
RR Advisors, LLC
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|
Rare Infrastructure Ltd
|
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Jain Global LLC
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
Jfs Wealth Advisors, Llc
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Public Employees Retirement Association Of Colorado
|
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CTC Alternative Strategies, Ltd.
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New York Life Investment Management Llc
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Promethium Advisors,llc
|
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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|
Vanguard Group Inc
|
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
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Chicago Partners Investment Group LLC
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Steward Partners Investment Advisory, Llc
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Alpha Family Trust
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V-Square Quantitative Management LLC
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Adams Natural Resources Fund, Inc.
|
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Caldwell Securities, Inc
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Stonegate Investment Group, LLC
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NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
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Dividend Asset Capital, Llc
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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Park Avenue Securities Llc
|
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Nordea Investment Management Ab
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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|
IMA Wealth, Inc.
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
FORA Capital, LLC
|
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|
Toth Financial Advisory Corp
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
Resolution Capital Ltd
|
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|
Toronto Dominion Bank
|
|
|
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|
Clarius Group, LLC
|
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|
Sagefield Capital LP
|
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|
California State Teachers Retirement System
|
|
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|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
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|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
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|
|
Buckingham Strategic Partners
|
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|
|
Parcion Private Wealth LLC
|
|
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|
Axxcess Wealth Management, Llc
|
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|
Brevan Howard Capital Management LP
|
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|
|
Founders Financial Securities Llc
|
|
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|
|
Premier Path Wealth Partners, LLC
|
|
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|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
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|
|
FIL Ltd
|
|
|
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|
|
LCM Capital Management Inc
|
|
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|
|
Mengis Capital Management, Inc.
|
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|
Victory Capital Management Inc
|
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|
|
Solstein Capital, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
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|
|
Crossmark Global Holdings, Inc.
|
|
|
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|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Sharpepoint Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
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|
|
Adirondack Trust Co
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
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|
American National Bank
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
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|
Kestra Investment Management, LLC
|
|
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|
River Road Asset Management, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
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|
|
PFS Partners, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
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|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
Parkworth Wealth Management, Inc.
|
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|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
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|
Equitable Trust Co
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Teza Capital Management LLC
|
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|
|
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|
Monetta Financial Services Inc
|
|
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|
Advisor Group Holdings, Inc.
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
Mosaic Family Wealth Partners, Llc
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|
Seven Post Investment Office LP
|
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Register Financial Advisors LLC
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Change Path, LLC
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Strategy Asset Managers Llc
|
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First National Bank of Hutchinson
|
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Canal Insurance CO
|
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Rhumbline Advisers
|
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|
State of Tennessee, Treasury Department
|
|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
Jackson Hole Capital Partners, LLC
|
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BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
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|
Segment Wealth Management, LLC
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Wealth Management Associates, Inc.
|
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Evercore Wealth Management, LLC
|
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OneAscent Wealth Management LLC
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SBI Securities Co., Ltd.
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Sigma Planning Corp
|
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Sound View Wealth Advisors Group, LLC
|
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|
Eagle Bay Advisors LLC
|
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|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Advisor Resource Council
|
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|
Gentry Private Wealth, Llc
|
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|
Penobscot Investment Management Company, Inc.
|
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Boston Private Wealth Llc
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
Opal Wealth Advisors, LLC
|
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|
Intrust Bank Na
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Sierra Ocean, Llc
|
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Exencial Wealth Advisors, Llc
|
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RiverFront Investment Group, LLC
|
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Berger Financial Group, Inc
|
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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Signature Wealth Management Group
|
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Mariner Investment Group Llc
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Chickasaw Capital Management Llc
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Sivia Capital Partners, LLC
|
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Fox Run Management, L.l.c.
|
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Legacy Financial Strategies, LLC
|
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|
Avantax Planning Partners, Inc.
|
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Commonwealth Equity Services, Llc
|
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Leavell Investment Management, Inc.
|
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Highline Wealth Partners Llc
|
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Erste Asset Management GmbH
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
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Harbour Investments, Inc.
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
Richardson Capital Management LLC
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
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|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
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|
|
Thrivent Financial For Lutherans
|
|
|
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|
|
Metis Global Partners, LLC
|
|
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|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
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|
|
Mufg Securities Americas Inc.
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
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|
|
Augustine Asset Management Inc
|
|
|
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|
|
Centennial Bank/AR/
|
|
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|
Albion Financial Group /ut
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
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|
|
Norinchukin Bank, The
|
|
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|
|
|
Synovus Financial Corp
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Amplify Investments, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Lummis Asset Management, LP
|
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|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
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|
E&G Advisors, LP
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
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|
|
Global Retirement Partners, LLC
|
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|
Macquarie Group Ltd
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
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|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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|
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|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Joel Isaacson & Co., LLC
|
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Weybosset Research & Management Llc
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Peak6 Llc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
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|
Hartford Financial Management Inc.
|
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
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|
Vectors Research Management, LLC
|
|
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
|
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|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
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|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Country Trust Bank
|
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|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
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|
Coston, McIsaac & Partners
|
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|
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|
Ferguson Wellman Capital Management, Inc
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
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Vaughan David Investments Inc/il
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Institutional Investment Strategy Fund
|
|
|
|
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|
Pointe Capital Management LLC
|
|
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Hourglass Capital, Llc
|
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|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
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|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
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|
|
First Interstate Bank
|
|
|
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|
Onefund, Llc
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
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|
|
Essex Investment Management Co Llc
|
|
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|
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|
State of New Jersey Common Pension Fund D
|
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|
|
|
|
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Motco
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Profund Advisors Llc
|
|
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Modera Wealth Management, LLC
|
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Meiji Yasuda Asset Management Co Ltd.
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
Oxbow Advisors, LLC
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|
Basso Capital Management, L.p.
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Advisors Capital Management, LLC
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Focus Financial Network, Inc.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Quotient Wealth Partners, LLC
|
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|
D.a. Davidson & Co.
|
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|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
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|
Walleye Capital LLC
|
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|
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|
Fielder Capital Group LLC
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Johnson Financial Group, Inc.
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Cooper Financial Group
|
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Aspect Partners, LLC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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Heartland Bank & Trust Co
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Catalyst Financial Partners Llc
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Perbak Capital Partners LLP
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Alyeska Investment Group, L.P.
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Castle Hook Partners LP
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Spirit Of America Management Corp/ny
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Tiaa Trust, National Association
|
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Burney Co/
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Advisors Asset Management, Inc.
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Mercer Global Advisors Inc /adv
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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iA Global Asset Management Inc.
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Commerzbank Aktiengesellschaft /fi
|
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Scott & Selber, Inc.
|
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Wilkinson Global Asset Management LLC
|
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|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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|
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|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
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|
Mesirow Financial Investment Management, Inc.
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Adams Asset Advisors, LLC
|
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Moody Lynn & Lieberson, Llc
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Skylands Capital, LLC
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Spire Wealth Management
|
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Infrastructure Capital Advisors, Llc
|
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AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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Qrg Capital Management, Inc.
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Connors Investor Services Inc
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Elo Mutual Pension Insurance Co
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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Mizuho Securities Usa Llc
|
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Soviero Asset Management, LP
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Shepherd Financial Partners LLC
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Smithfield Trust Co
|
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American Capital Advisory, LLC
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Centaurus Financial, Inc.
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GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
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Los Angeles Capital Management Llc
|
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Plato Investment Management Ltd
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
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|
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|
Whitaker-Myers Wealth Managers, LTD.
|
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Atlas Capital Advisors Llc
|
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BCS Private Wealth Management, Inc.
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
Legacy Investment Solutions, LLC
|
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LVW Advisors, LLC
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Laffer Investments
|
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|
L2 Asset Management, LLC
|
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TD Capital Management LLC
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|
Evergreen Capital Management Llc
|
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|
Evanson Asset Management, LLC
|
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Integrated Advisors Network LLC
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
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|
BRYN MAWR TRUST Co
|
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|
Nilsine Partners, LLC
|
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|
Bell & Brown Wealth Advisors, Llc
|
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|
TKG Advisors, LLC
|
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|
Journey Strategic Wealth Llc
|
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O'shaughnessy Asset Management, Llc
|
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Twinbeech Capital Lp
|
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First Financial Corp /in/
|
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|
Prime Capital Investment Advisors, LLC
|
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|
VestGen Advisors, LLC
|
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|
Clear Creek Financial Management, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Beacon Pointe Advisors, LLC
|
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|
Aviva Plc
|
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|
Mediolanum International Funds Ltd
|
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|
CX Institutional
|
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|
Dana Investment Advisors, Inc.
|
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|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
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|
Trust Co Of Virginia /va
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Kore Advisors LP
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Walnut Private Equity Partners, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
SailingStone Capital Partners LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Alpine Global Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
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Mariner, LLC
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Quadrature Capital Ltd
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
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MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
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Private Capital Advisors, Inc.
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N.E.W. Advisory Services LLC
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SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
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Seelaus Asset Management LLC
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Nicholas Company, Inc.
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
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Hudson Bay Capital Management LP
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Csenge Advisory Group
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Pinnacle Financial Partners Inc
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
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Gladstone Institutional Advisory LLC
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Norges Bank
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Canton Hathaway, LLC
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State Street Corp
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FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
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Aberdeen Standard Global Infrastructure Income Fund
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Clear Street Markets Llc
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Kiker Wealth Management, LLC
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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Western Financial Corp/CA
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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Worldquant Millennium Advisors Llc
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Heritage Wealth Advisors
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Piscataqua Savings Bank
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Lido Advisors, LLC
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Mather Group, Llc.
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Private Trust Co Na
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Busey Wealth Management
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WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
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Cherokee Insurance Co
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Capital Management Corp /va
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FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
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EUSM - Strategy Shares - Eventide US Market ETF
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Jennison Associates Llc
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Sei Investments Co
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DRW Securities, LLC
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
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Wolff Wiese Magana Llc
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Gradient Investments LLC
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Kozak & Associates, Inc.
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GeoWealth Management, LLC
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CIBC Private Wealth Group, LLC
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Raymond James Financial Inc
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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XML Financial, LLC
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ASR Vermogensbeheer N.V.
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Mml Investors Services, Llc
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Partners Group Holding AG
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Pinnacle Family Advisors, LLC
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Thomasville National Bank
|
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Wolverine Trading, Llc
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VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
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Equity Investment Corp
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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ICONIQ Capital, LLC
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Resurgent Financial Advisors LLC
|
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Kellett Schaffner Wealth Advisors LLC
|
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Sanders Morris Harris Llc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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Harbor Investment Advisory, Llc
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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J.Safra Asset Management Corp
|
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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|
Manchester Capital Management LLC
|
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|
DecisionPoint Financial, LLC
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
Rothschild Investment Llc
|
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Teachers Retirement System Of The State Of Kentucky
|
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AdvisorNet Financial, Inc
|
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New Mexico Educational Retirement Board
|
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Trust Point Inc.
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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|
Crestwood Advisors Group LLC
|
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|
Insigneo Advisory Services, Llc
|
|
|
|
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|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
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|
Versus Capital Real Assets Fund Llc
|
|
|
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Cwm, Llc
|
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|
High Note Wealth, LLC
|
|
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|
Intact Investment Management Inc.
|
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
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|
