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Prossimo Advisors, LLC
|
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Appleton Partners Inc/ma
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Farmers & Merchants Trust Co of Chambersburg PA
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
FIL Ltd
|
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|
Park Avenue Securities Llc
|
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ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares
|
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|
Ascent Group, LLC
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|
Blue Barn Wealth, LLC
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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|
ProShare Advisors LLC
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|
Invesco Ltd.
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SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
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|
Illinois Municipal Retirement Fund
|
|
|
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|
LVZ Advisors, Inc.
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First Bank & Trust
|
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Silicon Valley Capital Partners
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Gibbs Wealth Management
|
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Geode Capital Management, Llc
|
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Strategic Wealth Partners, Ltd.
|
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Turning Point Benefit Group, Inc.
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Investment House Llc
|
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Olistico Wealth, LLC
|
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DekaBank Deutsche Girozentrale
|
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Daiwa Securities Group Inc.
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Conning Inc.
|
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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Schroder Investment Management Group
|
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Squarepoint Ops LLC
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Clarius Group, LLC
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Atlantic Edge Private Wealth Management, LLC
|
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Whipplewood Advisors, LLC
|
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|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
FSA Wealth Management LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
LPL Financial LLC
|
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|
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|
Cypress Wealth Services, LLC
|
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
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|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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|
Kestra Private Wealth Services, Llc
|
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Golden State Wealth Management, LLC
|
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|
Veritas Investment Partners (UK) Ltd.
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|
Summit Asset Management, LLC
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Asset Dedication, LLC
|
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LS Investment Advisors, LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
SYM FINANCIAL Corp
|
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Bank of New York Mellon Corp
|
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FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
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|
|
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|
Hager Investment Management Services, Llc
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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Chilton Capital Management Llc
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Fiduciary Alliance LLC
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
Leeward Investments, LLC - MA
|
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|
Keystone Financial Group, Inc.
|
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Master's Wealth Management Inc.
|
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|
Prosperity Consulting Group, LLC
|
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|
Valued Wealth Advisors LLC
|
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Chicago Capital, LLC
|
|
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|
Carl P. Sherr & Co., LLC
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Aquatic Capital Management LLC
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Alpine Bank Wealth Management
|
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|
IMA Wealth, Inc.
|
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|
Jacobi Capital Management LLC
|
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|
Wolverine Trading, Llc
|
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|
Asset Planning,Inc
|
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|
Harbour Investment Management Llc
|
|
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|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
APG Asset Management N.V.
|
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Richardson Financial Services Inc.
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LFA - Lugano Financial Advisors SA
|
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Onefund, Llc
|
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Yousif Capital Management, Llc
|
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Toroso Investments, LLC
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Hills Bank & Trust Co
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
HFM Investment Advisors, LLC
|
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Drake & Associates, LLC
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
Old North State Wealth Management, LLC
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Mml Investors Services, Llc
|
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Gateway Wealth Partners, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
Reynders McVeigh Capital Management, LLC
|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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CWS Financial Advisors, LLC
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Roman Butler Fullerton & Co
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Ambassador Advisors, LLC
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Integrated Advisors Network LLC
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Colonial Trust Co / SC
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Regions Financial Corp
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Nissay Asset Management Corp /japan/ /adv
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First Community Trust Na
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DAVENPORT & Co LLC
|
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Mediolanum International Funds Ltd
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Farther Finance Advisors, LLC
|
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Choate Investment Advisors
|
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Fulton Bank, N.a.
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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Prime Capital Investment Advisors, LLC
|
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Asset Management One Co., Ltd.
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Exchange Traded Concepts, Llc
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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Richard C. Young & CO., LTD.
|
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Waratah Capital Advisors Ltd.
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Wesbanco Bank Inc
|
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Evolution Wealth Management Inc.
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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Heartland Advisors Inc
|
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Schaper Benz & Wise Investment Counsel Inc/wi
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Profund Advisors Llc
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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State Of Michigan Retirement System
|
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|
Signaturefd, Llc
|
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Marks Group Wealth Management, Inc
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Victory Capital Management Inc
|
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|
Key FInancial Inc
|
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MTM Investment Management, LLC
|
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Dividend Asset Capital, Llc
|
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Legacy Wealth Managment, LLC/ID
|
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|
Kampmann Melissa S.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
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|
Coldstream Capital Management Inc
|
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|
|
State of Wyoming
|
|
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|
American Century Companies Inc
|
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Gladstone Institutional Advisory LLC
|
|
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|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
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|
Texas Permanent School Fund
|
|
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|
Beese Fulmer Investment Management, Inc.
|
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Teacher Retirement System Of Texas
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
B&l Asset Management Llc
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
Ellenbecker Investment Group
|
|
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|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
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|
|
Tokio Marine Asset Management Co Ltd
|
|
|
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|
|
Fullcircle Wealth Llc
|
|
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|
Pictet Asset Management Holding SA
|
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|
Bremer Bank National Association
|
|
|
|
|
|
Cohen & Steers, Inc.
|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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Fifth Third Bancorp
|
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Legato Capital Management LLC
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Orion Portfolio Solutions, LLC
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Verition Fund Management LLC
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Addison Advisors LLC
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Spire Wealth Management
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HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
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IFM Investors Pty Ltd
|
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Custom Index Systems, Llc
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Tower Wealth Partners, Inc.
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Avantax Advisory Services, Inc.
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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Wealthfront Advisers Llc
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RFG Advisory, LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
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Tsfg, Llc
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Ubs Asset Management Americas Inc
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SRS Capital Advisors, Inc.
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Piscataqua Savings Bank
|
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Bartlett & Co. Wealth Management Llc
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Dana Investment Advisors, Inc.
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Intelligent Financial Strategies
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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GW&K Investment Management, LLC
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Cigna Investments Inc /new
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VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
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Baird Financial Group, Inc.
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Castellan Group, LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Empire Life Investments Inc.
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Alps Advisors Inc
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
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ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
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Blake Schutter Theil Wealth Advisors, LLC
|
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Oppenheimer Asset Management Inc.
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Guggenheim Strategic Opportunities Fund
|
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Simplicity Wealth,LLC
|
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Sterling Investment Advisors Llc /adv
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TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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North Star Asset Management Inc
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Evermay Wealth Management Llc
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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State Board Of Administration Of Florida Retirement System
|
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Campbell Newman Asset Management Inc
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Ontario Teachers Pension Plan Board
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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HBK Sorce Advisory LLC
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Investment Management Corp of Ontario
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
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Asahi Life Asset Management Co., Ltd.
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Deseret Mutual Benefit Administrators
|
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CAPROCK Group, Inc.
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Advisory Services Network, LLC
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Hummer Financial Advisory Services Inc
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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Legal & General Group Plc
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Steigerwald, Gordon & Koch Inc.
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Acadian Asset Management Llc
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Bmc Fund Inc
|
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HHM Wealth Advisors, LLC
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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Aegis Wealth Management LLC
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Cape Investment Advisory, Inc.
|
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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|
Simplex Trading, Llc
|
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Midwest Trust Co
|
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West Paces Advisors Inc.
|
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United Capital Management of KS, Inc.
|
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Dahring | Cusmano Llc
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Sonora Investment Management Group, LLC
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Thomasville National Bank
|
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|
Northern Trust Corp
|
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|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
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|
Campbell Capital Management Inc
|
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|
Hemington Wealth Management
|
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|
Moloney Securities Asset Management, LLC
|
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|
Brown Brothers Harriman & Co
|
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|
|
|
|
Hantz Financial Services, Inc.
|
|
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|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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OV Management LLC
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My Legacy Advisors, LLC
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ICW Investment Advisors LLC
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O'shaughnessy Asset Management, Llc
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Ransom Advisory, Ltd
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Perigon Wealth Management, LLC
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WPG Advisers, LLC
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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M&t Bank Corp
|
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Checchi Capital Advisers, LLC
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Cornerstone Enterprises, Llc
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Townsquare Capital Llc
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Czech National Bank
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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Keybank National Association/oh
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Tandem Investment Advisors, Inc.
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QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
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Pensionmark Financial Group, Llc
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FSM Wealth Advisors, LLC
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Spdr S&p 500 Etf Trust
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Equitable Holdings, Inc.
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Brookstone Capital Management
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Alley Investment Management Company, LLC
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
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Adviser Investments LLC
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SOUTH STATE Corp
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Hanson & Doremus Investment Management
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Diversified Trust Co
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
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Inspirion Wealth Advisors, Llc
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Crossmark Global Holdings, Inc.
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Fiduciary Trust Co
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
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Horizon Bancorp Inc /in/
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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JCIC Asset Management Inc.
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National Asset Management, Inc.
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Spirepoint Private Client, Llc
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Mesirow Financial Investment Management, Inc.
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Kingsview Wealth Management, LLC
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Moment Partners, LLC
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
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Cetera Investment Advisers
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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Sequoia Financial Advisors, LLC
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
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Avalon Trust Co
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Hartland & Co., LLC
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True Vision MN LLC
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Annex Advisory Services, LLC
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Aware Super Pty Ltd as trustee of Aware Super
|
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FineMark National Bank & Trust
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Louisiana State Employees Retirement System
|
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Fox Hill Wealth Management
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Total Investment Management Inc
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Polymer Capital Management (US) LLC
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CBIZ Investment Advisory Services, LLC
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Longboard Asset Management, LP
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Abound Wealth Management
|
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State of New Jersey Common Pension Fund D
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
Kiker Wealth Management, LLC
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Mairs & Power Inc
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Dorsey & Whitney Trust CO LLC
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Graham Capital Management, L.P.
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Signature Resources Capital Management, LLC
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Lazard Asset Management Llc
|
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|
Daymark Wealth Partners, Llc
|
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Summit Financial, LLC
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|
Icon Wealth Advisors, LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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Revisor Wealth Management LLC
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
Future Financial Wealth Managment LLC
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|
Jane Street Group, Llc
|
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|
Rakuten Investment Management, Inc.
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Barrett & Company, Inc.
|
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|
Manufacturers Life Insurance Company, The
|
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Sigma Planning Corp
|
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Truist Financial Corp
|
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|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
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|
|
Rialto Wealth Management, LLC
|
|
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|
|
|
VeraBank, N.A.
|
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|
|
CWM Advisors, LLC
|
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|
|
Energy Income Partners, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Resolution Capital Ltd
|
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|
|
Essex Investment Management Co Llc
|
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|
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|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
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|
|
Rothschild Investment Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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|
Iron Horse Wealth Management, LLC
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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|
Axxcess Wealth Management, Llc
|
|
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|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
Group One Trading, L.p.
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|
Haverford Trust Co
|
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|
Parallax Volatility Advisers, L.P.
|
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|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Successful Portfolios LLC
|
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|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
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|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Sei Investments Co
|
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|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Triangle Securities Wealth Management
|
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|
ISAM Funds (UK) Ltd
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
NewEdge Wealth, LLC
|
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|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
Stonehaven Wealth & Tax Solutions, Llc
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Wellington Management Group Llp
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Intech Investment Management Llc
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Modern Wealth Management, LLC
|
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|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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V-Square Quantitative Management LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Voya Investment Management Llc
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London & Capital Asset Management Ltd
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Brevan Howard Capital Management LP
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Thrive Wealth Management, LLC
|
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Graybill Bartz & Assoc Ltd
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
Apollon Wealth Management, LLC
|
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|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Commerce Bank
|
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Bright Rock Capital Management, Llc
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Larson Financial Group LLC
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
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|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Plotkin Financial Advisors, LLC
|
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Trust Co Of Toledo Na /oh/
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Sanibel Captiva Trust Company, Inc.
|
|
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|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Decade Renewable Partners Lp
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
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|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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|
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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State Of Wisconsin Investment Board
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Warren Averett Asset Management, LLC
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|
Liberty Wealth Management Llc
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|
Mogy Joel R Investment Counsel Inc
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Brown Capital Management Llc
|
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Peoples Financial Services Corp.
|
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Penobscot Investment Management Company, Inc.
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Certior Financial Group, Llc
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
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|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Bare Financial Services, Inc
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Baader Bank INC
|
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Marshall Wace, Llp
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Rodgers Brothers Inc.
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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|
Bowman & Co S.C.
|
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|
Walkner Condon Financial Advisors LLC
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Whittier Trust Co
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
ICONIQ Capital, LLC
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|
AdvisorNet Financial, Inc
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S&t Bank/pa
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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|
Qube Research & Technologies Ltd
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|
Janus Henderson Group Plc
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Brown Miller Wealth Management, LLC
|
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Tower Research Capital LLC (TRC)
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
Hilltop Partners LLC
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Integris Wealth Management, LLC
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Ballentine Partners, LLC
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1832 Asset Management L.P.
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Atlantic Union Bankshares Corp
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Bell Investment Advisors, Inc
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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Main Street Financial Solutions, LLC
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Franklin Resources Inc
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Bleakley Financial Group, LLC
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Macquarie Group Ltd
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First Command Advisory Services, Inc.
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New Age Alpha Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Cibc World Markets Corp
|
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Envestnet Asset Management Inc
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
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|
BlackRock, Inc.
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Panagora Asset Management Inc
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
Morton Community Bank
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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Crews Bank & Trust
|
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Aristotle Atlantic Partners, Llc
|
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|
Vaughan David Investments Inc/il
|
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|
Focus Financial Network, Inc.
|
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Geneos Wealth Management Inc.
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Red Cedar Investment Management, Llc
|
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Fiduciary Financial Group, Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
Fulcrum Asset Management LLP
|
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|
Dimensional Fund Advisors Lp
|
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|
Price T Rowe Associates Inc /md/
|
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|
F/M Investments LLC
|
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|
Kentucky Retirement Systems
|
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|
HB Wealth Management, LLC
|
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|
Marshall Investment Management, Llc
|
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|
Concord Wealth Partners
|
|
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|
GPS Wealth Strategies Group, LLC
|
|
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|
Perkins Coie Trust Co
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
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|
Robeco Institutional Asset Management B.V.
|
|
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|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
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|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
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Snowden Capital Advisors LLC
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Ossiam
|
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Drive Wealth Management, Llc
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Creekmur Asset Management LLC
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MetLife Investment Management, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Parkworth Wealth Management, Inc.
|
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|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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WealthTrust Axiom LLC
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|
Argent Trust Co
|
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Linden Advisors Lp
|
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Credential Qtrade Securities Inc.
|
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
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|
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|
Kestra Investment Management, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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|
Kesler, Norman & Wride, LLC
|
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Thomas Story & Son Llc
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Smithfield Trust Co
|
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Motco
|
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|
Thrivent Financial For Lutherans
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
MQS Management LLC
|
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Benjamin Edwards Inc
|
|
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Profunds - Profund Vp Bull
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Stone House Investment Management, LLC
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Stanley-Laman Group, Ltd.
|
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Nicolet Advisory Services, Llc
|
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Heartland Bank & Trust Co
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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Belpointe Asset Management LLC
|
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Reuter James Wealth Management, Llc
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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High Falls Advisors, Inc
|
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South Dakota Investment Council
|
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NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
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Congress Wealth Management LLC / DE /
|
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
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|
Summit Trail Advisors, Llc
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
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|
Hunter Perkins Capital Management, LLC
|
|
|
|
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|
Fidelity D & D Bancorp Inc
|
|
|
|
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Profunds - Profund Vp Large-cap Value
|
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|
New York State Teachers Retirement System
|
|
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|
New York State Common Retirement Fund
|
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|
First Trust Advisors Lp
|
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Kimelman & Baird, LLC
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Bradley Foster & Sargent Inc/ct
|
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Advisors Capital Management, LLC
|
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Royal London Asset Management Ltd
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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UniSuper Management Pty Ltd
|
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Cornerstone Strategic Value Fund Inc
|
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|
Howard Hughes Medical Institute
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Point72 Europe (London) LLP
|
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|
Marcum Wealth, LLC
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
Charles Schwab Investment Management Inc
|
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|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
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|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
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|
Ameriflex Group, Inc.
|
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|
Rare Infrastructure Ltd
|
|
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|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
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|
|
Alpha Cubed Investments, LLC
|
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
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|
Moneta Group Investment Advisors Llc
|
|
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
|
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|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
Pinnacle West Asset Management, Inc.
|
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|
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|
Td Private Client Wealth Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
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|
Alta Capital Management Llc/
|
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|
Old Second National Bank Of Aurora
|
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|
Public Sector Pension Investment Board
|
|
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|
Kestra Advisory Services, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
Maryland State Retirement & Pension System
|
|
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|
Marietta Investment Partners Llc
|
|
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|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
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|
Prudent Investors Network
|
|
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
HighMark Wealth Management LLC
|
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|
Advisor Group Holdings, Inc.
|
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True Wealth Design, LLC
|
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
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|
Country Trust Bank
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
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Quadrant Capital Group Llc
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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|
Newbridge Financial Services Group, Inc.
|
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Clean Yield Group
|
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Security National Bank
|
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|
D.a. Davidson & Co.
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|
Duff & Phelps Global Utility Income Fund Inc.
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Hennessy Advisors Inc
|
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|
Nordea Investment Management Ab
|
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Agf Management Ltd
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Centerpoint Advisors, LLC
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Atlantic Private Wealth, LLC
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Cromwell Holdings LLC
|
|
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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|
Oarsman Capital, Inc.
|
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McIlrath & Eck, LLC
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|
Parr Mcknight Wealth Management Group, Llc
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Boyd Watterson Asset Management Llc/oh
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Lindbrook Capital, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Bruce & Co., Inc.
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Costello Asset Management, INC
|
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|
Opal Wealth Advisors, LLC
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HighTower Advisors, LLC
|
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|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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|
Beacon Capital Management, LLC
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|
PFS Partners, LLC
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Harbour Investments, Inc.
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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Earnest Partners Llc
|
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Compass Financial Group, INC/SD
|
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Skba Capital Management Llc
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
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|
|
Pathstone Holdings, LLC
|
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|
GFG Capital, LLC
|
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|
Prairie Sky Financial Group LLC
|
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|
Forum Financial Management, LP
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
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|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
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|
|
Greenfield Savings Bank
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
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|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
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|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
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|
|
North Star Investment Management Corp.
|
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|
|
Commonwealth Equity Services, Llc
|
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|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
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|
|
City State Bank
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
ERTS Wealth Advisors, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
