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Jain Global LLC
|
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Penserra Capital Management LLC
|
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Diligent Investors, LLC
|
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PBFDX - FORUM FUNDS - Payson Total Return Fund
|
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|
Amundi
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Enterprise Bank & Trust Co
|
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CoreFirst Bank & Trust
|
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New England Capital Financial Advisors LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
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|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
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|
Binnacle Investments Inc
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Cary Street Partners Financial Llc
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Clear Investment Research, Llc
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Mufg Securities Americas Inc.
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FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Kiker Wealth Management, LLC
|
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Simplex Trading, Llc
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
American National Bank
|
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Dogwood Wealth Management LLC
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
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Brown, Lisle/cummings, Inc.
|
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Eastern Bank
|
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PFG Investments, LLC
|
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Nomura Asset Management Co Ltd
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
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|
Cullen Investment Group, Ltd.
|
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Focused Investors LLC
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
IFG Advisory, LLC
|
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|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
CAPROCK Group, Inc.
|
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|
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Norinchukin Bank, The
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
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|
Triad Wealth Partners, LLC
|
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|
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
Coppell Advisory Solutions LLC
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Fulton Bank, N.a.
|
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Kesler, Norman & Wride, LLC
|
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UFO - Procure ETF Trust II - Procure Space ETF
|
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Brookstone Capital Management
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
RMB Capital Management, LLC
|
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|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Shapiro Capital Management Llc
|
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
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|
Missouri Trust & Investment Co
|
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|
BKM Wealth Management, LLC
|
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Freestone Grove Partners LP
|
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BRYN MAWR TRUST Co
|
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Ccm Investment Group, Llc
|
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Centennial Bank/AR/
|
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Applied Capital LLC/FL
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
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|
Clough Capital Partners L P
|
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Tompkins Financial Corp
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
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|
Dana Investment Advisors, Inc.
|
|
|
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
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|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
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|
MCF Advisors LLC
|
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|
Avantax Planning Partners, Inc.
|
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|
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|
Jane Street Group, Llc
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
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|
OxenFree Capital LLC
|
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|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
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|
|
MeadowBrook Investment Advisors LLC
|
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|
GDS Wealth Management
|
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|
Ci Investments Inc.
|
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|
Northstar Financial Companies, Inc.
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
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|
Spectrum Asset Management, Inc. (NB/CA)
|
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|
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|
Janus Henderson Group Plc
|
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|
Peddock Capital Advisors, Llc
|
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|
Probity Advisors, Inc.
|
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|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
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|
National Asset Management, Inc.
|
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|
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SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Moment Partners, LLC
|
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|
|
|
|
Monetary Management Group Inc
|
|
|
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|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Doliver Advisors, Lp
|
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|
|
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|
Duncan Williams Asset Management, LLC
|
|
|
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|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
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|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Candelo Capital Management LP
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
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|
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|
Allspring Global Investments Holdings, LLC
|
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|
Mv Capital Management, Inc.
|
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|
Riverview Trust Co
|
|
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
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|
|
|
Colrain Capital Llc
|
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|
Stokes Capital Advisors, LLC
|
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|
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|
Cetera Trust Company, N.A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
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|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SHLD - Global X Funds - Global X Defense Tech ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
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Great West Life Assurance Co /can/
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|
Caliber Wealth Management, LLC / KS
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|
IAM Advisory, LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
Geneos Wealth Management Inc.
|
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|
Richard W. Paul & Associates, LLC
|
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|
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|
Cove Private Wealth, LLC
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
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|
PBMares Wealth Management LLC
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|
City State Bank
|
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|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
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|
Cypress Asset Management Inc/tx
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|
Hughes Financial Services, LLC
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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|
Vident Advisory, LLC
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|
Prudential Financial Inc
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Signaturefd, Llc
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Insigneo Advisory Services, Llc
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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Russell Investments Group, Ltd.
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Truvestments Capital Llc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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Qtron Investments LLC
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Nations Financial Group Inc, /ia/ /adv
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
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Deutsche Bank Ag\
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Nfj Investment Group, Llc
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Synovus Financial Corp
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IMA Wealth, Inc.
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Donaldson Capital Management, Llc
|
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Intrust Bank Na
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
Profund Advisors Llc
|
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Measured Wealth Private Client Group, LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
Biltmore Family Office, LLC
|
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Hennion & Walsh Asset Management, Inc.
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Athena Investment Management
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Clear Street Markets Llc
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CX Institutional
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
LPL Financial LLC
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Group One Trading, L.p.
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Lowe Wealth Advisors, LLC
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Vestcor Inc
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Condor Capital Management
|
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|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
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|
Newman Dignan & Sheerar, Inc.
|
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|
Factory Mutual Insurance Co
|
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NorthCrest Asset Manangement, LLC
|
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|
Raab & Moskowitz Asset Management LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
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|
|
Financial Freedom, LLC
|
|
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|
Bell Investment Advisors, Inc
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
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|
Spears Abacus Advisors LLC
|
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|
Daiwa Securities Group Inc.
|
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|
Laurel Wealth Advisors LLC
|
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|
Franklin Resources Inc
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|
Securian Asset Management, Inc
|
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|
Canal Insurance CO
|
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|
Jump Financial, LLC
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
Montag A & Associates Inc
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
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|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
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|
Quest Partners LLC
|
|
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|
Griffin Asset Management, Inc.
|
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|
Nicollet Investment Management, Inc.
|
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|
Uhlmann Price Securities, Llc
|
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|
Lmp Capital & Income Fund Inc.
|
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|
Sowell Financial Services LLC
|
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|
Schroder Investment Management Group
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
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Marcum Wealth, LLC
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
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|
AlphaStar Capital Management, LLC
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
|
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|
NovaPoint Capital, LLC
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Blair William & Co/il
|
|
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|
Strategic Blueprint, LLC
|
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GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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Shelton Capital Management
|
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Duncker Streett & Co Inc
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
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|
Global Wealth Strategies & Associates
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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Ag2r La Mondiale Gestion D'actifs
|
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Retirement Wealth Solutions LLC
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
Twin Capital Management Inc
|
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LKBAX - LKCM Funds - LKCM Balanced Fund
|
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Brick & Kyle, Associates
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Barclays Plc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Murphy & Mullick Capital Management Corp
|
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|
Advisor Group Holdings, Inc.
|
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Confluence Wealth Services, Inc.
|
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Lee Danner & Bass Inc
|
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Boothbay Fund Management, Llc
|
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Westbourne Investment Advisors, Inc.
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Wedbush Securities Inc
|
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Hartford Investment Management Co
|
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Oak Family Advisors, Llc
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
Wealth Preservation Advisors, LLC
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Harbor Capital Advisors, Inc.
|
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Canandaigua National Bank & Trust Co
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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D. E. Shaw & Co., Inc.
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First National Trust Co
|
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Moody Lynn & Lieberson, Llc
|
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IMC-Chicago, LLC
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Corient IA LLC
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Banque Cantonale Vaudoise
|
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Supplemental Annuity Collective Trust of NJ
|
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McIlrath & Eck, LLC
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Westside Investment Management, Inc.
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Forte Capital Llc /adv
|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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Groupe la Francaise
|
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Chapman Financial Group, Llc
|
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Pacifica Partners Inc.
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BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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Independent Solutions Wealth Management, LLC
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Stonegate Investment Group, LLC
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Quotient Wealth Partners, LLC
|
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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Sagespring Wealth Partners, Llc
|
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Oppenheimer Asset Management Inc.
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PFW Advisors LLC
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Blue Bell Private Wealth Management, Llc
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
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Beaumont Financial Advisors, LLC
|
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Burney Co/
|
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Burling Wealth Partners, Llc
|
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Mitchell & Pahl Private Wealth, Llc
|
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Clifford Swan Investment Counsel Llc
|
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Beaird Harris Wealth Management, LLC
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Yousif Capital Management, Llc
|
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NewEdge Wealth, LLC
|
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Orion Capital Management LLC
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
Rothschild Investment Llc
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
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|
Arlington Trust Co LLC
|
|
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|
Toth Financial Advisory Corp
|
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|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
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|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Portolan Capital Management, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
City Holding Co
|
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Kingswood Wealth Advisors, Llc
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
Larson Financial Group LLC
|
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|
Legal & General Group Plc
|
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OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
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Mechanics Bank Trust Department
|
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Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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State of Wyoming
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Nisa Investment Advisors, Llc
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Hummer Financial Advisory Services Inc
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Clark Financial Services Group Inc /bd
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Astoria Portfolio Advisors LLC.
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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Advisors Asset Management, Inc.
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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BNP Paribas Asset Management Holding S.A.
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Northwestern Mutual Wealth Management Co
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Swiss National Bank
|
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Coastline Trust Co
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Cigna Investments Inc /new
|
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Integrated Capital Management, LLC
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Capital International Ltd /ca/
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Rakuten Investment Management, Inc.
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Spire Wealth Management
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REAP Financial Group, LLC
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Trust Co Of Toledo Na /oh/
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CWS Financial Advisors, LLC
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Mariner, LLC
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Essex Financial Services, Inc.
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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Focus Financial Network, Inc.
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Meeder Advisory Services, Inc.
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Us Bancorp \de\
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Citadel Advisors Llc
|
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Oregon Public Employees Retirement Fund
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
Sageworth Trust Co of South Dakota
|
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Klingman & Associates, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Alternative Investment Advisors, LLC.
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Verdence Capital Advisors LLC
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Burns J W & Co Inc/ny
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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Harwood Advisory Group, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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CI Private Wealth, LLC
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Moors & Cabot, Inc.
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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Deroy & Devereaux Private Investment Counsel Inc
|
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Grove Bank & Trust
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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VSM Wealth Advisory, LLC
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Arete Wealth Advisors, LLC
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HHM Wealth Advisors, LLC
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Richard Bernstein Advisors LLC
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Koshinski Asset Management, Inc.
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Chicago Partners Investment Group LLC
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Copia Wealth Management
|
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State of Tennessee, Treasury Department
|
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DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
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Pinnacle Bancorp, Inc.
|
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AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
Capital Fund Management S.a.
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Dean Investment Associates, Llc
|
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Two Sigma Advisers, Lp
|
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Venturi Wealth Management, LLC
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
Sound Income Strategies, LLC
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|
FSA Wealth Management LLC
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|
Copley Financial Group, Inc.
|
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CIBC Private Wealth Group, LLC
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Midwest Trust Co
|
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|
PayPay Securities Corp
|
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Alpha Family Trust
|
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Avion Wealth
|
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Capital International Investors
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Balanced Wealth Group Llc
|
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Merit Financial Group, LLC
|
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Compass Wealth Management LLC
|
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Strs Ohio
|
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|
Dean Capital Management
|
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EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
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|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
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|
|
Compass Financial Services Inc
|
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|
|
|
BCS Private Wealth Management, Inc.
|
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|
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|
44 Wealth Management Llc
|
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|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
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|
|
Abound Wealth Management
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
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|
|
State Of Wisconsin Investment Board
|
|
|
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|
Cerity Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Clayton Partners LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Soviero Asset Management, LP
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
PRNT - Ark ETF Trust - The 3D Printing ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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Townsend Asset Management Corp /nc/ /adv
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Hemington Wealth Management
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Safeguard Investment Advisory Group, LLC
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General American Investors Co Inc
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Associated Banc-corp
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
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J. W. Coons Advisors, LLC
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
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Bank of Jackson Hole Trust
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Putnam Fl Investment Management Co
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Reuter James Wealth Management, Llc
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Glen Eagle Advisors, LLC
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Linden Thomas Advisory Services, LLC
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Intrua Financial, LLC
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Millennium Management Llc
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Creative Capital Management Investments LLC
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Ritholtz Wealth Management
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HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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Nbt Bank N A /ny
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Manufacturers Life Insurance Company, The
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Glass Wealth Management Co LLC
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UniSuper Management Pty Ltd
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Hollencrest Capital Management
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
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Zullo Investment Group, Inc.
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EntryPoint Capital, LLC
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
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First Command Advisory Services, Inc.
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Wealth Quarterback LLC
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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Prostatis Group LLC
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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Caldwell Securities, Inc
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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GPS Wealth Strategies Group, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Natixis Advisors, L.p.
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Rollins Financial Advisors, LLC
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Eisler Capital Management Ltd.
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Harvest Fund Management Co., Ltd
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Hazlett, Burt & Watson, Inc.
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Leavell Investment Management, Inc.
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Stock Yards Bank & Trust Co
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Hancock Whitney Corp
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Kavar Capital Partners Group, Llc
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Integral Investment Advisors, Inc.
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Ronald Blue Trust, Inc.
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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Motco
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
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Rakuten Securities, Inc.
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EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
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Continuum Advisory, LLC
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denkapparat Operations GmbH
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JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
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Vestmark Advisory Solutions, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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Capital Investment Advisors, LLC
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Sterling Capital Management LLC
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Anchor Investment Management, LLC
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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SOUTH STATE Corp
|
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Johnson Investment Counsel Inc
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Prudential Plc
|
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Oakworth Capital, Inc.
|
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
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|
Talon Private Wealth, LLC
|
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|
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|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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Emerald Advisers, Llc
|
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|
EP Wealth Advisors, Inc.
|
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Crews Bank & Trust
|
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|
Gamco Investors, Inc. Et Al
|
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|
Prestige Wealth Management Group LLC
|
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|
Salvus Wealth Management, LLC
|
|
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|
Chelsea Counsel Co
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
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|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
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Patrick M Sweeney & Associates, Inc
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Systematic Financial Management Lp
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Fiduciary Trust Co
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Millstone Evans Group, LLC
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Gulf International Bank (UK) Ltd
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Robertson Stephens Wealth Management, LLC
|
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Estabrook Capital Management
|
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Massmutual Trust Co Fsb/adv
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Principal Securities, Inc.
|
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Atalanta Sosnoff Capital, Llc
|
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Holderness Investments Co
|
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Allen Mooney & Barnes Investment Advisors LLC
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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First Commonwealth Financial Corp /pa/
|
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JustInvest LLC
|
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MetLife Investment Management, LLC
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SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
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Canandaigua National Trust Co of Florida
|
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Coastal Bridge Advisors, LLC
|
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JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
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OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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Mitchell Mcleod Pugh & Williams Inc
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Cerro Pacific Wealth Advisors LLC
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
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Spdr S&p 500 Etf Trust
|
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Brady Family Wealth, Llc
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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Capital Investment Counsel, Inc
|
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ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF
|
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Freemont Management S.A.
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Skba Capital Management Llc
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WFA Asset Management Corp
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Thornburg Investment Management Inc
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Red Tortoise LLC
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Vanguard Group Inc
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Brookmont Capital Management
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Lindbrook Capital, Llc
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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PENN SERIES FUNDS INC - Mid Cap Value Fund
|
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King Luther Capital Management Corp
|
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Fragasso Group Inc.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
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Caxton Associates Llp
|
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Raymond James Financial Inc
|
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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Diversified Trust Co
|
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Guardian Wealth Advisors, Llc / Nc
|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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Modera Wealth Management, LLC
|
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Covington Investment Advisors Inc.
|
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Evelyn Partners Investment Management (Europe) Ltd
|
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Commerce Bank
|
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Citizens Financial Group Inc/ri
|
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First Community Trust Na
|
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Ogorek Anthony Joseph /ny/ /adv
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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JGP Wealth Management, LLC
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Kozak & Associates, Inc.
|
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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Saiph Capital, LLC
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Park Square Financial Group, LLC
|
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|
Mattern Wealth Management LLC
|
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|
Sunbelt Securities, Inc.
|
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Howland Capital Management Llc
|
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Loomis Sayles & Co L P
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
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|
|
|
West Bancorporation Inc
|
|
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|
|
Principal Financial Group Inc
|
|
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|
|
Hurlow Wealth Management Group, Inc.
|
|
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|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Belpointe Asset Management LLC
|
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Courier Capital Llc
|
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Cornerstone Select Advisors, LLC
|
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|
WASHINGTON TRUST Co
|
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|
Aptus Capital Advisors, LLC
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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|
Woodmont Investment Counsel Llc
|
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Main Street Financial Solutions, LLC
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Caisse De Depot Et Placement Du Quebec
|
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Opal Wealth Advisors, LLC
|
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Comerica Bank
|
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Clean Yield Group
|
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Washington Trust Advisors, Inc.
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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Zions Bancorporation, National Association /ut/
|
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Matrix Asset Advisors Inc/ny
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Vista Investment Management
|
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BOK Financial Private Wealth, Inc.
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Rockefeller Capital Management L.P.
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Mesirow Financial Investment Management, Inc.
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Vista Cima Wealth Management LLC
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Tower Bridge Advisors
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Twin Peaks Wealth Advisors, LLC
|
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Union Bancaire Privee, UBP SA
|
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Institute for Wealth Management, LLC.
|
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Mark Sheptoff Financial Planning, Llc
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Werba Rubin Papier Wealth Management
|
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|
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|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Bahl & Gaynor Inc
|
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Segment Wealth Management, LLC
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Quantinno Capital Management LP
|
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|
Arizona State Retirement System
|
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Fmr Llc
|
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S&t Bank/pa
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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Seed Wealth Management, Inc.
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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Dividend Asset Capital, Llc
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
Royal Bank Of Canada
|
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Amalgamated Bank
|
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Blackrock Enhanced Equity Dividend Trust
|
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|
National Bank Of Canada /fi/
|
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Baird Financial Group, Inc.
|
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Grimes & Company, Inc.
|
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Haverford Trust Co
|
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|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
|
Atomi Financial Group, Inc.
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
Atwood & Palmer Inc
|
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|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
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|
|
Transamerica Financial Advisors, Inc.
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
Scotia Capital Inc.
|
|
|
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|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Paradoxiom Capital L.P.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
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|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
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|
Cornerstone Wealth Group, LLC
|
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|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
Fisher Asset Management, LLC
|
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|
Nuveen, LLC
|
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ESL Trust Services, LLC
|
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Bank Of Nova Scotia
|
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Evelyn Partners Investment Management LLP
|
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Wealthfront Advisers Llc
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
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|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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|
Mbb Public Markets I Llc
|
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|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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|
Brandywine Oak Private Wealth Llc
|
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Korea Investment CORP
|
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TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
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|
Hartland & Co., LLC
|
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|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
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Wiley Bros.-aintree Capital, Llc
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Strata Wealth Advisors, LLC
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Colonial Trust Advisors
|
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Ameritas Investment Partners, Inc.
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Utah Retirement Systems
|
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TD Waterhouse Canada Inc.
|
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Huntleigh Advisors, Inc.
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
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|
AdviceOne Advisory Services, LLC
|
|
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|
Mizuho Markets Americas Llc
|
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|
Oppenheimer & Co Inc
|
|
|
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|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
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|
Horan Capital Advisors, LLC.
|
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WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
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|
|
|
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
|
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|
Williams Jones Wealth Management, LLC.
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
Evolution Wealth Management Inc.
|
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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|
Potomac Fund Management Inc /adv
|
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CIBC Asset Management Inc
|
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NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
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ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
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|
|
Builder Investment Group Inc /adv
|
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|
Greenleaf Trust
|
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|
Johnson Financial Group, Inc.
|
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Norris Perne & French Llp/mi
|
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|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Philadelphia Trust Co
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
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|
|
|
Summit X, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
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|
|
Bard Financial Services, Inc.
|
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|
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|
|
Ipswich Investment Management Co., Inc.
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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Capital Advisors, Ltd. LLC
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
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Dumont & Blake Investment Advisors Llc
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West Branch Capital LLC
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Leeward Investments, LLC - MA
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TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
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Diversify Wealth Management, Llc
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Empirical Finance, LLC
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Raelipskie Partnership
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First Trust Advisors Lp
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LaFleur & Godfrey LLC
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
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Hsbc Holdings Plc
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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Chesley Taft & Associates LLC
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
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TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
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Atria Wealth Solutions, Inc.
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Peapack Gladstone Financial Corp
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
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Y-Intercept (Hong Kong) Ltd
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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Evercore Wealth Management, LLC
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Sharpepoint Llc
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Kentucky Retirement Systems Insurance Trust Fund
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
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Close Asset Management Ltd
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Federated Hermes, Inc.
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Strategic Financial Concepts, LLC
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Breakwater Investment Management
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Cito Capital Group, LLC
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Costello Asset Management, INC
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Qube Research & Technologies Ltd
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Deseret Mutual Benefit Administrators
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