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Cumberland Advisors Inc
|
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111 Capital
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Vestcor Inc
|
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Quotient Wealth Partners, LLC
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Meadow Creek Wealth Advisors Llc
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
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Constitution Capital LLC
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Loudon Investment Management, LLC
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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Howe & Rusling Inc
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Savant Capital, LLC
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New England Research & Management, Inc.
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Roble, Belko & Company, Inc
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Exencial Wealth Advisors, Llc
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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WealthTrust Axiom LLC
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Capital Group Private Client Services, Inc.
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First Western Trust Bank
|
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TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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Harbour Trust & Investment Management Co
|
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Adage Capital Partners Gp, L.l.c.
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Mitchell & Pahl Private Wealth, Llc
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Eqis Capital Management, Inc.
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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Argyle Capital Management Inc.
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Moss Adams Wealth Advisors LLC
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
Aptus Capital Advisors, LLC
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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|
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|
Valued Wealth Advisors LLC
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Gts Securities Llc
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Kera Capital Partners, Inc.
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Councilmark Asset Management, LLC
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Public Sector Pension Investment Board
|
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Fwl Investment Management, Llc
|
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Ariston Services Group
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
DecisionPoint Financial, LLC
|
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Gables Capital Management Inc.
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Stiles Financial Services Inc
|
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Berger Financial Group, Inc
|
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Coppell Advisory Solutions LLC
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American Capital Advisory, LLC
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Shorepoint Capital Partners LLC
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Evelyn Partners Investment Management LLP
|
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RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class
|
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Banco Santander, S.A.
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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Cambiar Investors Llc
|
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Stonebrook Private Inc.
|
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Arcadia Investment Management Corp/mi
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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|
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|
Johnson Investment Counsel Inc
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Calamos Advisors LLC
|
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|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
Dynamic Wealth Strategies, LLC
|
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|
Bennett Associates Wealth Management
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
VestGen Advisors, LLC
|
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|
Red Door Wealth Management, LLC
|
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|
Focus Financial Network, Inc.
|
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|
BKD Wealth Advisors, LLC
|
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|
Graybill Bartz & Assoc Ltd
|
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|
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Deane Retirement Strategies, Inc.
|
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CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
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|
Citizens Financial Group Inc/ri
|
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|
Fishman Jay A Ltd/mi
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
IMC-Chicago, LLC
|
|
|
|
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|
Hantz Financial Services, Inc.
|
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|
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
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|
Css Llc/il
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Virtus Family Office LLC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Harbor Island Capital LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Voyager Global Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
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Platform Technology Partners
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Sapient Capital Llc
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
Metis Global Partners, LLC
|
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|
Price T Rowe Associates Inc /md/
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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|
Miller Howard Investments Inc /ny
|
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|
Roberts Glore & Co Inc /il/
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AA Financial Advisors, LLC
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Arista Wealth Management, LLC
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
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Philadelphia Trust Co
|
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|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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|
Legacy Financial Advisors, Inc.
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Diversify Wealth Management, Llc
|
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Tower Research Capital LLC (TRC)
|
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Loomis Sayles & Co L P
|
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Weatherly Asset Management L. P.
|
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Laurel Wealth Advisors LLC
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NEOS Investment Management LLC
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Permanens Capital L.P.
|
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Integrated Wealth Concepts LLC
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Savvy Advisors, Inc.
|
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Fmr Llc
|
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Unigestion Holding SA
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AlphaCore Capital LLC
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OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
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Barnes Dennig Private Wealth Management LLC
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|
Welch & Forbes Llc
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Hilltop Holdings Inc.
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MJT & Associates Financial Advisory Group, Inc.
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Brookwood Investment Group LLC
|
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Atria Wealth Solutions, Inc.
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CX Institutional
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Profunds - Profund Vp Nasdaq-100
|
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Latitude Advisors, LLC
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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Dillon & Associates Inc
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Indiana Trust & Investment Management CO
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Reaves W H & Co Inc
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Freestone Capital Holdings, LLC
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SlateStone Wealth, LLC
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Ag2r La Mondiale Gestion D'actifs
|
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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Sylvest Advisors, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Binnacle Investments Inc
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Patton Fund Management, Inc.
|
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VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Umb Bank N A/mo
|
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|
HighTower Advisors, LLC
|
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Financial Connections Group, Inc.
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
Whittier Trust Co
|
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|
New England Capital Financial Advisors LLC
|
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|
Embree Financial Group
|
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|
Arbor Trust Wealth Advisors, Llc
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
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|
Essex Savings Bank
|
|
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|
Quadrant Private Wealth Management, LLC
|
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|
Keebeck Alpha, LP
|
|
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NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
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LTL - PROSHARES TRUST - ProShares Ultra Telecommunications
|
|
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|
SNS Financial Group, LLC
|
|
|
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
LGT Group Foundation
|
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|
Hartford Financial Management Inc.
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
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|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
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|
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|
Atwood & Palmer Inc
|
|
|
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|
Ashton Thomas Securities, Llc
|
|
|
|
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|
Beverly Hills Private Wealth, LLC
|
|
|
|
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|
Eisler Capital Management Ltd.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SRS Investment Management, LLC
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
First Manhattan Co
|
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Forte Capital Llc /adv
|
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Advantage Advisers Xanthus Fund, L.l.c.
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Norinchukin Bank, The
|
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Hennion & Walsh Asset Management, Inc.
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Allianz Asset Management GmbH
|
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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ASR Vermogensbeheer N.V.
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FSC Wealth Advisors, LLC
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Rosenberg Matthew Hamilton
|
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Advisor Group Holdings, Inc.
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Allegiance Financial Group Advisory Services LLC
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Aire Advisors, Llc
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BancorpSouth Bank
|
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Angeles Wealth Management, Llc
|
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BNP Paribas Asset Management Holding S.A.
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Geode Capital Management, Llc
|
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TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
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Borer Denton & Associates, Inc.
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Sandy Spring Bank
|
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Daymark Wealth Partners, Llc
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Stephens Inc /ar/
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China Universal Asset Management Co., Ltd.
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Bayesian Capital Management, LP
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Fort Sheridan Advisors Llc
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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Quest Partners LLC
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OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Texas Bank & Trust Co
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Putnam Fl Investment Management Co
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Mesirow Financial Investment Management, Inc.
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E&G Advisors, LP
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Financial Management Professionals, Inc.
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Bank & Trust Co
|
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Harbor Capital Advisors, Inc.
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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DRIPX - MP63 FUND INC - MP63 Fund
|
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Gabelli Global Utility & Income Trust
|
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Hurley Capital, LLC
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B&l Asset Management Llc
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Keudell/Morrison Wealth Management
|
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Zions Bancorporation, National Association /ut/
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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N.E.W. Advisory Services LLC
|
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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Weik Capital Management
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Baker Avenue Asset Management, LP
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1248 Management, LLC
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Stratos Wealth Partners, LTD.
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Park Square Financial Group, LLC
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Laurion Capital Management LP
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Curio Wealth, Llc
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Parisi Gray Wealth Management
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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AE Wealth Management LLC
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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LRI Investments, LLC
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Crawford Fund Management, LLC
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Silver Rock Financial LP
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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Aqr Capital Management Llc
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Hourglass Capital, Llc
|
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Siemens Fonds Invest GmbH
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Aviso Wealth Management
|
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Thrive Wealth Management, LLC
|
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Sky Investment Group LLC
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Van Strum & Towne Inc.
|
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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Center For Asset Management LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Holistic Planning, LLC
|
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Kiley Juergens Wealth Management, Llc
|
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Aspiriant, Llc
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Johnson Financial Group, Inc.
|
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
Fountainhead AM, LLC
|
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Massmutual Trust Co Fsb/adv
|
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|
Baker Tilly Financial, Llc
|
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|
VSM Wealth Advisory, LLC
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
Panagora Asset Management Inc
|
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|
IFG Advisory, LLC
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
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|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
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|
Private Management Group Inc
|
|
|
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|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
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|
Profunds - Profund Vp Bull
|
|
|
|
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|
TruNorth Capital Management, LLC
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
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|
Salvus Wealth Management, LLC
|
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Trust Co Of Toledo Na /oh/
|
|
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|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
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|
Point72 Asset Management, L.P.
|
|
|
|
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|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
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|
KBC Group NV
|
|
|
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|
Metropolis Capital Ltd
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
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|
Legacy Wealth Managment, LLC/ID
|
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|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
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|
LPL Financial LLC
|
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|
|
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|
Plimoth Trust Co Llc
|
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|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
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|
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|
Readystate Asset Management Lp
|
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|
Activest Wealth Management
|
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|
Ball & Co Wealth Management Inc.
|
|
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|
Wynn Capital, LLC
|
|
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
|
Northwest Bancshares, Inc.
|
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Frisch Financial Group, Inc.
|
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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Profunds - Profund Vp Telecommunications
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Toth Financial Advisory Corp
|
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|
Sofos Investments, Inc.
|
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RMR Wealth Builders
|
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Gulf International Bank (UK) Ltd
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
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|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Breakwater Investment Management
|
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First Financial Bank - Trust Division
|
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|
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BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
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C M Bidwell & Associates Ltd
|
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|
Sachetta, LLC
|
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|
Synovus Financial Corp
|
|
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|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
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|
|
First Community Trust Na
|
|
|
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|
Avanza Fonder AB
|
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|
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St Germain D J Co Inc
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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United Bank
|
|
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ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
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|
Security National Bank Of Sioux City Iowa /ia/
|
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|
Hallmark Capital Management Inc
|
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Garland Capital Management Inc
|
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Old Second National Bank Of Aurora
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Varma Mutual Pension Insurance Co
|
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Janney Montgomery Scott LLC
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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|
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|
Td Asset Management Inc
|
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|
HighMark Wealth Management LLC
|
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Two Sigma Advisers, Lp
|
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DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
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|
WestEnd Advisors, LLC
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Morgan Stanley
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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|
Ellis Investment Partners, LLC
|
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|
Greenleaf Trust
|
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|
GHP Investment Advisors, Inc.
|
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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Martin Capital Partners, LLC
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
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|
Courier Capital Llc
|
|
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|
Altman Advisors, Inc.
|
|
|
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|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
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|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
SRB Corp
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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|
Us Bancorp \de\
|
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MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
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|
Whalerock Point Partners, Llc
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Cohen Capital Management, Inc.
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|
Letko, Brosseau & Associates Inc
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Nordea Investment Management Ab
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
Gotham Asset Management, LLC
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Cheviot Value Management, LLC
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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Bartlett & Co. Wealth Management Llc
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Harris Associates L P
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Philip James Wealth Mangement, LLC
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Peterson Wealth Services
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Aspetuck Financial Management LLC
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Anchor Capital Advisors Llc
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
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Amundi
|
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Chapin Davis, Inc.
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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FEGE - RBB Fund Trust - First Eagle Global Equity ETF
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SummitTX Capital, L.P.
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Apollon Wealth Management, LLC
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Ethic Inc.
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Canandaigua National Bank & Trust Co
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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New York Life Investment Management Llc
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Hudson Bay Capital Management LP
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Flavin Financial Services, Inc.
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Naples Global Advisors, Llc
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We Are One Seven, LLC
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CIBC Asset Management Inc
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ABVAX - AB TRUST - AB Value Fund Class A
|
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TigerOak Management, L.L.C.
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VeraBank, N.A.
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Trust Point Inc.
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Bokf, Na
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Invesco, Llc
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InvesTrust
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Scott Marsh Financial, LLC
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Richard W. Paul & Associates, LLC
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Tritonpoint Wealth, Llc
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ICONIQ Capital, LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Harbor Asset Planning, Inc.
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Level Four Advisory Services, Llc
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Howard Hughes Medical Institute
|
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CVRD - Madison ETFs Trust - Madison Covered Call ETF
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Apexium Financial, Lp
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SILVER OAK SECURITIES, Inc
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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Aegis Wealth Management LLC
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Advisors Asset Management, Inc.
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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Tudor Financial Inc.
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Abn Amro Investment Solutions
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Boothbay Fund Management, Llc
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One Charles Private Wealth Services, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Ally Financial Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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|
Bard Financial Services, Inc.
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|
Hillsdale Investment Management Inc.
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Amplius Wealth Advisors, LLC
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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Berkshire Asset Management Llc/pa
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Westfuller Advisors, LLC
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|
South Dakota Investment Council
|
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ArrowMark Colorado Holdings LLC
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Old Point Trust & Financial Services N A
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
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|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Davis R M Inc
|
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|
Cascades Capital Asset Management, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
DekaBank Deutsche Girozentrale
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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|
Lowe Wealth Advisors, LLC
|
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|
Defined Wealth Management, Llc
|
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|
Chilton Capital Management Llc
|
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|
Royal London Asset Management Ltd
|
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|
CWA Asset Management Group, LLC
|
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|
LRT Capital Management, LLC
|
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|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
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|
Ironwood Financial, llc
|
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|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
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|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
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|
Trexquant Investment LP
|
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|
Kennedy Investment Group
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Triangle Securities Wealth Management
|
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|
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|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Verum Partners LLC
|
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|
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|
|
Barclays Plc
|
|
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|
Vicus Capital
|
|
|
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|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
IMA Wealth, Inc.
|
|
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|
Fee-Only Financial Planning, L.C.
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
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|
|
United Bank
|
|
|
|
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|
One Wealth Advisors, LLC
|
|
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E. Ohman J:or Asset Management AB
|
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|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
Kentucky Retirement Systems
|
|
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|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
Prudential Plc
|
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|
City Center Advisors, LLC
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Klingenstein Fields & Co Lp
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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Eukles Asset Management
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
Zullo Investment Group, Inc.
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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|
Verity & Verity, LLC
|
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Westside Investment Management, Inc.
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Citizens National Bank Trust Department
|
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Sarver Vrooman Wealth Advisors
|
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Fortis Group Advisors, LLC
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Loews Corp
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
|
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Strengthening Families & Communities, LLC
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
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|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
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|
Brandywine Global Investment Management, LLC
|
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WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
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|
Clifford Swan Investment Counsel Llc
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Morris Retirement Advisors, LLC
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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Knights of Columbus Asset Advisors LLC
|
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Penobscot Investment Management Company, Inc.
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Red Spruce Capital, LLC
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Us Financial Advisors, Llc
|
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Avestar Capital, LLC
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
Bremer Bank National Association
|
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Arrowstreet Capital, Limited Partnership
|
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Compass Financial Services Inc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
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|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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Hennessy Advisors Inc
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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River Street Advisors LLC
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Golden State Wealth Management, LLC
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Buckingham Strategic Partners
|
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Bank of New York Mellon Corp
|
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Fairvoy Private Wealth, LLC
|
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Caliber Wealth Management, LLC / KS
|
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|
Goelzer Investment Management, Inc.
|
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Archford Capital Strategies, LLC
|
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United Community Bank
|
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
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|
Pathstone Holdings, LLC
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
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|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Close Asset Management Ltd
|
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Commerzbank Aktiengesellschaft /fi
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Key FInancial Inc
|
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|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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|
Precedent Wealth Partners, Llc
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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|
V-Square Quantitative Management LLC
|
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|
Hillman Capital Management, Inc.
|
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|
BRYN MAWR TRUST Co
|
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|
Busey Wealth Management
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
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|
|
Evelyn Partners Asset Management Ltd
|
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|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
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|
|
Federated Hermes, Inc.
|
|
|
|
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|
Berkeley Capital Partners, LLC
|
|
|
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|
|
Wedbush Securities Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
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|
Integrity Alliance, Llc.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
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FT Vest Total Return Income Fund: Series A4
|
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MOGLX - Gabelli Innovations Trust - Gabelli Media Mogul Fund
|
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|
Hartford Investment Management Co
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
Coldstream Capital Management Inc
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|
Pinney & Scofield, Inc.
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Financiere des Professionnels - Fonds d,investissement inc.
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
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Wetzel Investment Advisors, Inc.
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Utah Retirement Systems
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Natural Investments, Llc
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Nicholas Hoffman & Company, LLC.
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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WealthPlan Investment Management, LLC
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CGC Financial Services, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
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Nicolet Bankshares Inc
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Hancock Whitney Corp
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Mpwm Advisory Solutions, Llc
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MERVX - MERGER FUND VL - The Merger Fund VL
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Cetera Investment Advisers
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Bangor Savings Bank
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RB Capital Management, LLC
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
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Krilogy Financial LLC
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Engineers Gate Manager LP
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BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
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Benjamin Edwards Inc
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Pin Oak Investment Advisors Inc
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Anfield Capital Management, LLC
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FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
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Crescent Grove Advisors, LLC
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Schroder Investment Management Group
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Omnia Family Wealth, LLC
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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UBS Group AG
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Foster Group, Inc.
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Bradley Foster & Sargent Inc/ct
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ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
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HF Advisory Group, LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Van Cleef Asset Management,Inc
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First Eagle Investment Management, LLC
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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Resources Management Corp /ct/ /adv
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Southland Equity Partners LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Ullmann Financial Group, Inc.
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Fiduciary Trust Co
|
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Prudent Man Advisors, LLC
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Global Retirement Partners, LLC
|
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
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Impact Capital Partners LLC
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AMG National Trust Bank
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Jmac Enterprises Llc
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Profunds - Profund Vp Ultrabull
|
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Interchange Capital Partners, LLC
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Tectonic Advisors Llc
|
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Farringdon Capital, Ltd.
|
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Operose Advisors LLC
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Forbes J M & Co Llp
|
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Lifeworks Advisors, LLC
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
LVW Advisors, LLC
|
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|
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF
|
|
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Mcdonald Partners Llc
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Salem Investment Counselors Inc
|
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|
Pittenger & Anderson Inc
|
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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Bbr Partners, Llc
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
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|
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|
Wealth Advisors of Tampa Bay, LLC
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
Midwest Trust Co
|
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|
Grove Bank & Trust
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
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|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Kiltearn Partners LLP
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Hall Kathryn A.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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AMF Pensionsforsakring AB
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Bridges Investment Management Inc
|
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Tcw Group Inc
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Diametric Capital, LP
|
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Rialto Wealth Management, LLC
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
Schonfeld Strategic Advisors LLC
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
CPA Asset Management LLC
|
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Aspect Partners, LLC
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Blume Capital Management, Inc.
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O'shaughnessy Asset Management, Llc
|
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Mowery & Schoenfeld Wealth Management, LLC
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Parcion Private Wealth LLC
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QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
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|
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|
Quantbot Technologies LP
|
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Builder Investment Group Inc /adv
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Mizuho Securities Usa Llc
|
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Breakwater Capital Group
|
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GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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Trilogy Capital Inc.
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Formidable Asset Management, LLC
|
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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First Financial Corp /in/
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Sowell Financial Services LLC
|
|
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
United Capital Financial Advisers, Llc
|
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KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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|
Kiker Wealth Management, LLC
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Sovran Advisors, LLC
|
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Country Club Bank /gfn
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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Ambassador Advisors, LLC
|
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Gold Investment Management Ltd.
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HBK Sorce Advisory LLC
|
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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MASTERINVEST Kapitalanlage GmbH
|
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Boston Family Office Llc
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Moneta Group Investment Advisors Llc
|
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Revolve Wealth Partners, LLC
|
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Ballentine Partners, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
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XML Financial, LLC
|
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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First Pacific Financial
|
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CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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PFW Advisors LLC
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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Compagnie Lombard Odier SCmA
|
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Accurate Wealth Management, LLC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Baxter Bros Inc
|
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|
Pitcairn Co
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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|
Austin Private Wealth, LLC
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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Chancellor Financial Group WB LP
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
BTC Capital Management, Inc.
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
Five Oceans Advisors
|
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|
Jefferies Financial Group Inc.
|
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|
Dakota Wealth Management
|
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|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
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|
Whitener Capital Management, Inc.
|
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|
Park Place Capital Corp
|
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|
Cove Private Wealth, LLC
|
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|
Associated Banc-corp
|
|
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|
|
ExodusPoint Capital Management, LP
|
|
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|
Banque Cantonale Vaudoise
|
|
|
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|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
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|
|
Bank Of Stockton
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
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|
|
Forum Financial Management, LP
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Westchester Capital Management, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
apricus wealth, LLC
|
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|
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|
|
Uncommon Cents Investing LLC
|
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|
|
|
|
Signature Resources Capital Management, LLC
|
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|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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|
|
|
Strategy Asset Managers Llc
|
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|
|
|
Daiwa Securities Group Inc.
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
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|
Linscomb & Williams, Inc.
|
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|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
Coston, McIsaac & Partners
|
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Farther Finance Advisors, LLC
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
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|
Concord Wealth Partners
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Hm Payson & Co
|
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Pictet Asset Management Holding SA
|
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|
Glass Jacobson Investment Advisors llc
|
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Keyes, Stange & Wooten Wealth Management, LLC
|
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|
|
Symphony Financial, Ltd. Co.
|
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|
|
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|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
OMERS ADMINISTRATION Corp
|
|
|
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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|
North Star Investment Management Corp.
|
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Signaturefd, Llc
|
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Machina Capital S.a.s.
|
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Lakewood Capital Management, Lp
|
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|
Beacon Harbor Wealth Advisors, Inc.
|
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|
First Merchants Corp
|
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|
|
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
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|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Mediatel Partners
|
|
|
|
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|
Krane Funds Advisors LLC
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
Voya Investment Management Llc
|
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|
USS Investment Management Ltd
|
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|
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
|
|
|
|
|
REAP Financial Group, LLC
|
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|
|
|
Balentine LLC
|
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|
Searle & Co.
|
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|
Personal Cfo Solutions, Llc
|
|
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|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
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|
|
FF Advisors,LLC
|
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|
|
|
Standard Life Aberdeen plc
|
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|
Commonwealth Equity Services, Llc
|
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|
|
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|
Yousif Capital Management, Llc
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
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|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
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|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
MSA Advisors, LLC
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Source Capital Inc /de/
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Pettyjohn, Wood & White, Inc
|
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Truist Financial Corp
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
WPG Advisers, LLC
|
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|
CAPROCK Group, Inc.
|
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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|
Quaker Wealth Management, LLC
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|
HORAN Wealth, LLC
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Weiss Asset Management LP
|
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First National Trust Co
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
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|
Smithfield Trust Co
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|
Gifford Fong Associates
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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GFG Capital, LLC
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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Crossmark Global Holdings, Inc.
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Clear Creek Financial Management, LLC
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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Luken Investment Analytics, LLC
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High Note Wealth, LLC
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Mork Capital Management, LLC
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Massachusetts Financial Services Co /ma/
|
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Horrell Capital Management, Inc.
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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Wealth Preservation Advisors, LLC
|
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Diamond Hill Capital Management Inc
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
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Aprio Wealth Management, LLC
|
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CNB Bank
|
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Silvant Capital Management LLC
|
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Nbc Securities, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Brown Brothers Harriman & Co
|
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|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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Shell Asset Management Co
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Fidelis Capital Partners, LLC
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Bnp Paribas
|
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Groupama Asset Managment
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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Papamarkou Wellner Asset Management inc.
|
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Tweedy, Browne Co LLC
|
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Arizona State Retirement System
|
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Lester Murray Antman dba SimplyRich
|
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Tompkins Financial Corp
|
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Sound Income Strategies, LLC
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Institute for Wealth Management, LLC.
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Limestone Investment Advisors LP
|
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Orion Capital Management LLC
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Norden Group Llc
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BLPIX - Profunds - Bull Profund Investor Class
|
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MainStreet Investment Advisors LLC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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First Horizon Advisors, Inc.
|
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SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
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Richardson Financial Services Inc.
|
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Hamilton Capital, LLC
|
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Harwood Advisory Group, LLC
|
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
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|
Capital Fund Management S.a.
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
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S&t Bank/pa
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Prospera Financial Services Inc
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
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|
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|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
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|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
BTS Asset Management, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Valueworks Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
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BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
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Nemes Rush Group LLC
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Belmont Capital, LLC
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
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Gladstone Institutional Advisory LLC
|
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|
Great Valley Advisor Group, Inc.
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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Lindbrook Capital, Llc
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
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Millennium Management Llc
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
AustralianSuper Pty Ltd
|
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West Financial Advisors, LLC
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Aurora Private Wealth, Inc.
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BLB&B Advisors, LLC
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QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
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Investment Research & Advisory Group, Inc.
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Convergence Investment Partners, LLC
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Game Plan Financial Advisors, LLC
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Garrett Investment Advisors LLC
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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Dimensional Fund Advisors Lp
|
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RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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TFB Advisors LLC
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Strategic Blueprint, LLC
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Rockline Wealth Management, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Fsb Premier Wealth Management, Inc.
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Tsfg, Llc
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MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Monetary Management Group Inc
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HighPoint Advisor Group LLC
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Cornerstone Planning Group LLC
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Forsta Ap-fonden
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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Vectors Research Management, LLC
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Cypress Wealth Services, LLC
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North Ridge Wealth Advisors, Inc.
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Cutler Investment Counsel Llc
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Redwood Park Advisors LLC
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Wolff Wiese Magana Llc
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Captrust Financial Advisors
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Cyndeo Wealth Partners, LLC
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Advisor OS, LLC
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Balanced Rock Investment Advisor
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Solstein Capital, LLC
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Kathleen S. Wright Associates Inc.
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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SRS Capital Advisors, Inc.
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CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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Dynamic Advisor Solutions LLC
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LS Investment Advisors, LLC
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Securian Asset Management, Inc
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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Central Bank & Trust Co
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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Plante Moran Financial Advisors, LLC
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FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
|
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Vident Advisory, LLC
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OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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Bislett Management, Llc
|
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Beaton Management Co. Inc.
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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Legacy Investment Solutions, LLC
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Beacon Capital Management, LLC
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Prestige Wealth Management Group LLC
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CI Private Wealth, LLC
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Simplicity Wealth,LLC
|
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Dean Investment Associates, Llc
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Onefund, Llc
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Topsail Wealth Management, LLC
|
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MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
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Park National Corp /oh/
|
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Mount Yale Investment Advisors, LLC
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Rsm Us Wealth Management Llc
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SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
AlTi Global, Inc.
|
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Capital International Inc /ca/
|
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CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
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|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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|
Spinnaker Trust
|
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|
Colrain Capital Llc
|
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|
Strategies Wealth Advisors, LLC
|
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|
Cornerstone Wealth Group, LLC
|
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|
EP Wealth Advisors, Inc.
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
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|
|
Principal Financial Group Inc
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
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|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
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|
|
JB Capital LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
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|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Coleford Investment Management Ltd.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
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Altshuler Shaham Ltd
|
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Ritholtz Wealth Management
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Holderness Investments Co
|
|
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|
Invesco Qqq Trust, Series 1
|
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|
Raab & Moskowitz Asset Management LLC
|
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|
Wolverine Trading, Llc
|
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Mark Sheptoff Financial Planning, Llc
|
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UFO - Procure ETF Trust II - Procure Space ETF
|
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Artisan Partners Limited Partnership
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Columbia Asset Management
|
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Davis Capital Management
|
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Capital Research Global Investors
|
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Insigneo Advisory Services, Llc
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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Carnegie Capital Asset Management, LLC
|
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1620 Investment Advisors, Inc.
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
Neuberger Berman Group LLC
|
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McAdam, LLC
|
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|
Copperleaf Capital, LLC
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Doliver Advisors, Lp
|
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Lmcg Investments, Llc
|
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TCI Wealth Advisors, Inc.
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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Enterprise Financial Services Corp
|
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|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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Trust Co
|
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Kovack Advisors, Inc.
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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Mutual Of America Capital Management Llc
|
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Coign Capital Advisors LLC
|
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Stock Yards Bank & Trust Co
|
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Battery Global Advisors, LLC
|
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Rs Crum Inc.
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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|
TT Capital Management LLC
|
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Manufacturers Life Insurance Company, The
|
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Lantern Wealth Advisors, LLC
|
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|
Shum Financial Group, Inc.
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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Beacon Investment Advisors Llc
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
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|
Strs Ohio
|
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|
Koss-Olinger Consulting, LLC
|
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Amalgamated Bank
|
|
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Meridian Wealth Management, LLC
|
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Grayhawk Investment Strategies Inc.
|
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Parkworth Wealth Management, Inc.
|
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Arete Wealth Advisors, LLC
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
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|
Bahl & Gaynor Inc
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Mn Services Vermogensbeheer B.V.
|
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Dorsey & Whitney Trust CO LLC
|
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|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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|
Larson Financial Group LLC
|
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Wetherby Asset Management Inc
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
APG Asset Management N.V.
|
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Morningstar Investment Management LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Nwam Llc
|
|
|
|
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|
NorthRock Partners, LLC
|
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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|
Centaurus Financial, Inc.
|
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|
Hutchinson Financial Advisors, INC
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
Plato Investment Management Ltd
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
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|
Aviance Capital Partners, LLC
|
|
|
|
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|
IXP - iSHARES TRUST - iShares Global Comm Services ETF
|
|
|
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|
|
Brandywine Trust Co
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Milestones Private Investment Advisors LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
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|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Optimum Investment Advisors
|
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|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
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|
Edgestream Partners, L.P.
|
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|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
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|
Rockefeller Capital Management L.P.
|
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|
VCI Wealth Management LLC
|
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|
Athena Investment Management
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Palouse Capital Management, Inc.
|
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|
Element Wealth, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
|
|
|
Gabelli Equity Trust Inc
|
|
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
Generali Asset Management SPA SGR
|
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|
Qsemble Capital Management, LP
|
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|
American Assets Investment Management, LLC
|
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|
Landscape Capital Management, L.l.c.
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BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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|
Compass Wealth Management LLC
|
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|
SOL Capital Management CO
|
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|
Crestwood Advisors Group LLC
|
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Axxcess Wealth Management, Llc
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Institutional Investment Strategy Fund
|
|
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|
Hartland & Co., LLC
|
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|
Burkett Financial Services, Llc
|
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|
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|
Chemistry Wealth Management LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
F/M Investments LLC
|
|
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|
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|
Alpha Omega Wealth Management LLC
|
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|
Meridian Wealth Advisors, LLC
|
|
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|
Donoghue Forlines LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
Eagle Capital Management Llc
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
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|
Graney & King, LLC
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
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|
Pallas Capital Advisors LLC
|
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|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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|
Gabelli Multimedia Trust Inc.
|
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Astra Wealth Partners LLC
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Fiduciary Family Office, Llc
|
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Gsa Capital Partners Llp
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
Prudent Man Investment Management, Inc.
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
HB Wealth Management, LLC
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
Cascade Financial Partners, LLC
|
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|
Hi-Line Capital Management, LLC
|
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|
Highline Wealth Partners Llc
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Up Strategic Wealth Investment Advisors Llc
|
|
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|
denkapparat Operations GmbH
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Prudential Financial Inc
|
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|
Great Lakes Advisors, Llc
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
Mufg Securities Americas Inc.
|
|
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|
Iams Wealth Management, Llc
|
|
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|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
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|
Bank Of Montreal /can/
|
|
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|
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|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
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BIP Wealth, LLC
|
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Bfsg, Llc
|
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|
Verus Financial Partners, Inc.
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
Verition Fund Management LLC
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
MTM Investment Management, LLC
|
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|
Gallagher Fiduciary Advisors, LLC
|
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|
Broadleaf Partners, LLC
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
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|
Atria Investments Llc
|
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|
Wbi Investments, Inc.
|
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Allen Mooney & Barnes Investment Advisors LLC
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Titleist Asset Management, Llc
|
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|
Foster & Motley Inc
|
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|
Essex Financial Services, Inc.
|
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Warren Averett Asset Management, LLC
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Keebeck Wealth Management, LLC
|
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
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Allstate Corp
|
|
|
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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MEMBERS Trust Co
|
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|
Lockheed Martin Investment Management Co
|
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Legacy Private Trust Co.
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
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Mattern Capital Management, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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Asset Planning,Inc
|
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|
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|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
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CSU Producer Resources, Inc.
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Contravisory Investment Management, Inc.
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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Handelsbanken Fonder AB
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Strategic Wealth Partners, Ltd.
|
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Northern Trust Corp
|
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Visionary Wealth Advisors
|
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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|
JT Stratford LLC
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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Core Alternative Capital
|
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Eq Wealth Advisors, Llc
|
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
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|
Jeppson Wealth Management, Llc
|
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ORG Partners LLC
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Radnor Capital Management, LLC
|
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XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Zhang Financial LLC
|
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|
Hemington Wealth Management
|
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|
SGL Investment Advisors, Inc.
|
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Arlington Trust Co LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
Janney Capital Management LLC
|
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|
Atlas Capital Advisors Llc
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
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|
Beaumont Financial Advisors, LLC
|
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Catalyst Financial Partners Llc
|
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Spirepoint Private Client, Llc
|
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|
Means Investment Co., Inc.
|
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|
Delta Financial Group, Inc.
|
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|
Macquarie Group Ltd
|
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Intact Investment Management Inc.
|
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|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
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|
|
Everhart Financial Group, Inc.
|
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|
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Harvest Fund Management Co., Ltd
|
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|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Philosophy Capital Management LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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Creekmur Asset Management LLC
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
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HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
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Costello Asset Management, INC
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Legacy Advisory Services, LLC
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Ossiam
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SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Capstone Investment Advisors, Llc
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ESL Trust Services, LLC
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Aryeh Capital Management Ltd.
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Raymond James Financial Inc
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Proathlete Wealth Management Llc
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Atlantic Union Bankshares Corp
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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MorganRosel Wealth Management, LLC
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First Trust Advisors Lp
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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United Asset Strategies, Inc.
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Mission Wealth Management, Lp
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Fairview Capital Investment Management, Llc
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Bailard, Inc.
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CENTAUR MUTUAL FUNDS TRUST - Copley Fund
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COMMERCE FUNDS - The MidCap Value Fund Shares
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Wedmont Private Capital
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Sagespring Wealth Partners, Llc
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
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Investment Management Corp of Ontario
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
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Fisher Asset Management, LLC
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
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Twin Lakes Capital Management, LLC
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Sentry Investment Management Llc
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YANKCOM Partnership
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1832 Asset Management L.P.
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MidWestOne Financial Group, Inc.
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U.S. Capital Wealth Advisors, LLC
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Longfellow Investment Management Co Llc
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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Tacita Capital Inc
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
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Canada Pension Plan Investment Board
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Charter Oak Capital Management, LLC
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Hudson Portfolio Management LLC
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Stifel Financial Corp
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Carnegie Lake Advisors LLC
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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Bank Julius Baer & Co. Ltd, Zurich
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Achmea Investment Management B.V.
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Public Employees Retirement System Of Ohio
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
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Boltwood Capital Management
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Klp Kapitalforvaltning As
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Beese Fulmer Investment Management, Inc.
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MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
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Clarius Group, LLC
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Dixon Mitchell Investment Counsel Inc.
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Lazard Asset Management Llc
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