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Indiana Trust & Investment Management CO
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Janney Montgomery Scott LLC
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Oak Harbor Wealth Partners, Llc
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Cwm, Llc
|
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Holos Integrated Wealth LLC
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
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|
Ferguson Wellman Capital Management, Inc
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Beacon Pointe Advisors, LLC
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Vermillion & White Wealth Management Group, LLC
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Signaturefd, Llc
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Profunds - Profund Vp Bull
|
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State Farm Mutual Automobile Insurance Co
|
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MBM Wealth Consultants, LLC
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Stratos Wealth Partners, LTD.
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Natixis
|
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Chapin Davis, Inc.
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Dynamic Advisor Solutions LLC
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Modera Wealth Management, LLC
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Abound Wealth Management
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Prudential Financial Inc
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Gateway Investment Advisers Llc
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Harbor Capital Advisors, Inc.
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Investment Management Corp /va/ /adv
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Hughes Financial Services, LLC
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Kilter Group LLC
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Mark Sheptoff Financial Planning, Llc
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Nomura Holdings Inc
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Viking Fund Management Llc
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NorthCrest Asset Manangement, LLC
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Cullen Capital Management, LLC
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BOK Financial Private Wealth, Inc.
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|
GHP Investment Advisors, Inc.
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Schulhoff & Co Inc
|
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Sterling Capital Management LLC
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Avion Wealth
|
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Fisher Funds Management LTD
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Marshall & Sterling Wealth Advisors Inc.
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Beacon Capital Management, LLC
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SJS Investment Consulting Inc.
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Aqr Capital Management Llc
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Lummis Asset Management, LP
|
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Pin Oak Investment Advisors Inc
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Verition Fund Management LLC
|
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Rosenberg Matthew Hamilton
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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Ckw Financial Group
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
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Salem Investment Counselors Inc
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Sandhill Capital Partners LLC
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Miller Financial Services LLC
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Volterra Technologies LP
|
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Sowell Financial Services LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
Graypoint LLC
|
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|
Parallax Volatility Advisers, L.P.
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
American Capital Advisory, LLC
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Next Level Private LLC
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Liberty All Star Equity Fund
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Bokf, Na
|
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Sequoia Financial Advisors, LLC
|
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Logan Capital Management Inc
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ProShare Advisors LLC
|
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Edgestream Partners, L.P.
|
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Perigon Wealth Management, LLC
|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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|
Mb, Levis & Associates, Llc
|
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Fwl Investment Management, Llc
|
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Captrust Financial Advisors
|
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Jain Global LLC
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
Tiaa Trust, National Association
|
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State Street Corp
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Legacy Bridge, LLC
|
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|
Bank & Trust Co
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
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|
Collar Capital Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
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|
Caisse Des Depots Et Consignations
|
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|
Iowa State Bank
|
|
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|
State Of Wisconsin Investment Board
|
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|
PayPay Securities Corp
|
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|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
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|
|
Westend Capital Management LLC
|
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|
Tocqueville Asset Management L.p.
|
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|
Signature Resources Capital Management, LLC
|
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|
Wellington Management Group Llp
|
|
|
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|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
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|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
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|
|
|
|
Provenance Wealth Advisors, LLC
|
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|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Farringdon Capital, Ltd.
|
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|
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
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|
Country Club Bank /gfn
|
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|
Hartland & Co., LLC
|
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|
First Pacific Financial
|
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|
NJ State Employees Deferred Compensation Plan
|
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|
Y.D. More Investments Ltd
|
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|
Mercer Global Advisors Inc /adv
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|
Private Trust Co Na
|
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|
Wealthcare Advisory Partners LLC
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Twin Tree Management, LP
|
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|
EverSource Wealth Advisors, LLC
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|
Johnson Investment Counsel Inc
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|
Rakuten Securities, Inc.
|
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Horizon Investments, LLC
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Park Square Financial Group, LLC
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Strategic Planning, Inc.
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
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|
Asset Dedication, LLC
|
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|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
|
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|
Capital International Investors
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
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|
Mutual Advisors, LLC
|
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|
Adage Capital Partners Gp, L.l.c.
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GAMMA Investing LLC
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Berkeley Capital Partners, LLC
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Lido Advisors, LLC
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
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|
Biltmore Family Office, LLC
|
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|
Summit X, LLC
|
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Forsta Ap-fonden
|
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Wolff Wiese Magana Llc
|
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|
CI Private Wealth, LLC
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|
Torno Capital, Llc
|
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Private Management Group Inc
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|
Evelyn Partners Investment Management LLP
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
Azimuth Capital Investment Management LLC
|
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|
Delta Financial Group, Inc.
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Argyle Capital Management Inc.
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
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|
Connor, Clark & Lunn Investment Management Ltd.
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Allianz Asset Management GmbH
|
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tru Independence LLC
|
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Stifel Financial Corp
|
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FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
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|
Wesleyan Assurance Society
|
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Glenmede Trust Co Na
|
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New Mexico Educational Retirement Board
|
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CIBC World Markets Inc.
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Resona Asset Management Co.,Ltd.
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Empower Advisory Group, LLC
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Raleigh Capital Management Inc.
|
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We Are One Seven, LLC
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Mirae Asset Global Investments Co., Ltd.
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Argent Advisors, Inc.
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Deseret Mutual Benefit Administrators
|
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Ccm Investment Group, Llc
|
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Lowe Brockenbrough & Co Inc
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Centaurus Financial, Inc.
|
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True North Advisors, LLC
|
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Dakota Community Bank & Trust NA
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Qube Research & Technologies Ltd
|
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Applied Finance Capital Management, LLC
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Horizon Kinetics Asset Management Llc
|
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Estabrook Capital Management
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
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|
Toroso Investments, LLC
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
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|
First Command Advisory Services, Inc.
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
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|
Montag A & Associates Inc
|
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|
First Community Trust Na
|
|
|
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|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
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|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
|
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|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Ironwood Wealth Management, Inc.
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
swisspartners Advisors Ltd
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
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|
SOUTH STATE Corp
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
IBAT - iSHARES TRUST - iShares Energy Storage & Materials ETF
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
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|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
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|
|
First Foundation Advisors
|
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|
Principal Street Partners, LLC
|
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|
|
Kentucky Retirement Systems
|
|
|
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|
|
AE Wealth Management LLC
|
|
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|
|
Essex Financial Services, Inc.
|
|
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|
Empowered Funds, LLC
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
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|
Morgan Stanley
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Ceera Investments, Llc
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Consultiva Wealth Management, Corp.
|
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|
Retirement Wealth Solutions LLC
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Infrastructure Capital Advisors, Llc
|
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|
GPS Wealth Strategies Group, LLC
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
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|
Steigerwald, Gordon & Koch Inc.
|
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Kovitz Investment Group Partners, LLC
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
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|
Quadcap Wealth Management, LLC
|
|
|
|
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|
Bogart Wealth, LLC
|
|
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|
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|
Union Bancaire Privee, UBP SA
|
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|
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
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|
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Equitable Holdings, Inc.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Cedar Mountain Advisors, LLC
|
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|
|
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
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|
Dynamic Technology Lab Private Ltd
|
|
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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CENTRAL TRUST Co
|
|
|
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Jpmorgan Chase & Co
|
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Shell Asset Management Co
|
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|
New York State Common Retirement Fund
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Intech Investment Management Llc
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Independent Advisor Alliance
|
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
Adirondack Trust Co
|
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|
Scotia Capital Inc.
|
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Focus Financial Network, Inc.
|
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Exchange Traded Concepts, Llc
|
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Silvant Capital Management LLC
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Horizon Bancorp Inc /in/
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
GW&K Investment Management, LLC
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Canada Pension Plan Investment Board
|
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Profunds - Profund Vp Basic Materials
|
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Quaker Wealth Management, LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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Traub Capital Management LLC
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|
Envestnet Asset Management Inc
|
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Spirit Of America Management Corp/ny
|
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ORG Partners LLC
|
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ARGA Investment Management, LP
|
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Tcw Group Inc
|
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Herold Advisors, Inc.
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Truist Financial Corp
|
|
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
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|
Silverleafe Capital Partners, LLC
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
Miracle Mile Advisors, LLC
|
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
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|
Erste Asset Management GmbH
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
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|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
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|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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|
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|
IFS Advisors, LLC
|
|
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|
Beacon Financial Advisory LLC
|
|
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|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
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|
Vise Technologies, Inc.
|
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
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|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
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|
Associated Banc-corp
|
|
|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Entruity Wealth, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
AYAL Capital Advisors Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
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Savant Capital, LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
MCF Advisors LLC
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|
Hedges Asset Management LLC
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
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|
|
Thrivent Financial For Lutherans
|
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|
|
Mount Yale Investment Advisors, LLC
|
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Quadrant Capital Group Llc
|
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Siemens Fonds Invest GmbH
|
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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|
|
Versant Capital Management, Inc
|
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|
|
Horizon Financial Services, Llc
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
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|
Strs Ohio
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
IFG Advisory, LLC
|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
Tortoise Investment Management, LLC
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
McAdam, LLC
|
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Uncommon Cents Investing LLC
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Johnson Financial Group, Inc.
|
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Cheviot Value Management, LLC
|
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Nemes Rush Group LLC
|
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Stephens Inc /ar/
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Bnp Paribas
|
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|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Acadian Asset Management Llc
|
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Fisher Asset Management, LLC
|
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KLCM Advisors, Inc.
|
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Rockefeller Capital Management L.P.
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Gifford Fong Associates
|
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|
Beacon Investment Advisors Llc
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
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|
Altrius Capital Management Inc
|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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Crews Bank & Trust
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Optimum Investment Advisors
|
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Painted Porch Advisors LLC
|
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Norges Bank
|
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Mpwm Advisory Solutions, Llc
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
Glenmede Investment Management, LP
|
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|
Capital Research Global Investors
|
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Vestcor Inc
|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
GeoWealth Management, LLC
|
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|
Hancock Whitney Corp
|
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Chicago Partners Investment Group LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Chilton Capital Management Llc
|
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|
Heritage Wealth Management, Inc.
|
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FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Widmann Financial Services, Inc.
|
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|
Mather Group, Llc.
|
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|
Fifth Third Wealth Advisors LLC
|
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|
Dark Forest Capital Management Lp
|
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|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
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|
Snider Financial Group
|
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
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|
Charter Trust Co
|
|
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|
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|
Bank of New Hampshire
|
|
|
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|
Noble Wealth Management PBC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Concorde Financial Corp
|
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|
Northwest Capital Management Inc
|
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|
Huntington National Bank
|
|
|
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|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
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|
Stone House Investment Management, LLC
|
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|
Wells Fargo & Company/mn
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
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|
Proathlete Wealth Management Llc
|
|
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|
Capital Investment Advisory Services, LLC
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Insigneo Advisory Services, Llc
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Armis Advisers, LLC
|
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|
Acorn Wealth Advisors, LLC
|
|
|
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
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|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
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|
Midwest Trust Co
|
|
|
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|
Brookstone Capital Management
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
Green Square Capital Advisors Llc
|
|
|
|
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|
Cito Capital Group, LLC
|
|
|
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
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|
LRI Investments, LLC
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
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|
Trust Co
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
Chiron Capital Management, Llc
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Mesirow Financial Investment Management, Inc.
|
|
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
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|
Squarepoint Ops LLC
|
|
|
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|
|
Teachers Retirement System Of The State Of Kentucky
|
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|
Kingstone Capital Partners Texas, LLC
|
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Caas Capital Management Lp
|
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Marshall Wace, Llp
|
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DAVENPORT & Co LLC
|
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BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Future Financial Wealth Managment LLC
|
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|
FSA Wealth Management LLC
|
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Stablepoint Partners, LLC
|
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Wealthedge Investment Advisors, Llc
|
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ASR Vermogensbeheer N.V.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
Cullen/frost Bankers, Inc.
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
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|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
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|
|
Mork Capital Management, LLC
|
|
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|
Covestor Ltd
|
|
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|
Rothschild Investment Llc
|
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
|
Shoker Investment Counsel, Inc.
|
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|
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|
|
Hollencrest Capital Management
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
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|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
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|
|
Freestone Grove Partners LP
|
|
|
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|
|
Nbt Bank N A /ny
|
|
|
|
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|
Klp Kapitalforvaltning As
|
|
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
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IFM Investors Pty Ltd
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
Manufacturers Life Insurance Company, The
|
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Fifth Third Bancorp
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
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|
Eaton Vance Tax-managed Buy-write Income Fund
|
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|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Jackson, Grant Investment Advisers, Inc.
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Summit Trail Advisors, Llc
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RMR Wealth Builders
|
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Capstone Investment Advisors, Llc
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|
Old Second National Bank Of Aurora
|
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Citizens Financial Group Inc/ri
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Wealth Enhancement Advisory Services, Llc
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Vident Advisory, LLC
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Prestige Wealth Management Group LLC
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Arizona State Retirement System
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Mowery & Schoenfeld Wealth Management, LLC
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|
CoreCap Advisors, LLC
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Wsfs Capital Management, Llc
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Lion Street Advisors, LLC
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
American Assets Investment Management, LLC
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|
Lifeworks Advisors, LLC
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|
Jackson Hole Capital Partners, LLC
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|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
First Horizon Advisors, Inc.
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Segall Bryant & Hamill, Llc
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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Northern Trust Corp
|
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Guggenheim Capital Llc
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Voya Financial Advisors, Inc.
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Cornerstone Planning Group LLC
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
Redmond Asset Management, LLC
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Cyndeo Wealth Partners, LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Silvercrest Asset Management Group Llc
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Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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Bell & Brown Wealth Advisors, Llc
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Folger Nolan Fleming Douglas Capital Management, Inc
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Boyd Watterson Asset Management Llc/oh
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Oxford Asset Management Llp
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Concurrent Investment Advisors, LLC
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FineMark National Bank & Trust
|
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Primecap Management Co/ca/
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California State Teachers Retirement System
|
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St Germain D J Co Inc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Wesbanco Bank Inc
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Mascoma Wealth Management LLC
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Cape Investment Advisory, Inc.
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Candriam Luxembourg S.C.A.
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Secure Asset Management, LLC
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O'shaughnessy Asset Management, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
Atlantic Union Bankshares Corp
|
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Everence Capital Management Inc
|
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|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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First National Trust Co
|
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|
Cary Street Partner Investment Advisory Llc
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Econ Financial Services Corp
|
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|
Cambridge Investment Research Advisors, Inc.
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Moors & Cabot, Inc.
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UMA Financial Services, Inc.
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Voya Global Advantage & Premium Opportunity Fund
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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Pacifica Partners Inc.
|
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Mraz, Amerine & Associates, Inc.
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Parkside Financial Bank & Trust
|
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Vanguard Group Inc
|
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Red Tortoise LLC
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|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
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UniSuper Management Pty Ltd
|
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|
Core Alternative Capital
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Ausdal Financial Partners, Inc.
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|
Rehmann Capital Advisory Group
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Haverford Trust Co
|
|
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
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|
Carret Asset Management, Llc
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
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|
Avidian Wealth Solutions, LLC
|
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|
Flagship Wealth Advisors, Llc
|
|
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
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|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
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|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
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Lavaca Capital Llc
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Prime Capital Investment Advisors, LLC
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Eq Wealth Advisors, Llc
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
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Treasurer of the State of North Carolina
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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MQS Management LLC
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United Capital Financial Advisers, Llc
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D. E. Shaw & Co., Inc.
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Arete Wealth Advisors, LLC
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Change Path, LLC
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Cromwell Holdings LLC
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Jeppson Wealth Management, Llc
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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Aspect Partners, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Western Wealth Management, LLC
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Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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Livforsakringsbolaget Skandia, Omsesidigt
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Moneta Group Investment Advisors Llc
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
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Centiva Capital, LP
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Summit Global Investments
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Hudock, Inc.
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
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Red Mountain Financial, LLC
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Group One Trading, L.p.
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Penserra Capital Management LLC
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Whittier Trust Co Of Nevada Inc
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Profund Advisors Llc
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Capital Fund Management S.a.
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UBS Group AG
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Twinbeech Capital Lp
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Blue Bell Private Wealth Management, Llc
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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LGT Group Foundation
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Sound Income Strategies, LLC
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USS Investment Management Ltd
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Truvestments Capital Llc
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Aquatic Capital Management LLC
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
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Crowley Wealth Management, Inc.
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Occudo Quantitative Strategies Lp
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Pzena Investment Management Llc
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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Lombard Odier Asset Management (Switzerland) SA
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Eisler Capital Management Ltd.
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ESL Trust Services, LLC
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City Holding Co
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Onefund, Llc
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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Franklin Resources Inc
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Atria Investments Llc
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Cerity Partners LLC
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Promus Capital, LLC
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Handelsbanken Fonder AB
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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Victory Capital Management Inc
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