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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
|
Whipplewood Advisors, LLC
|
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|
ICONIQ Capital, LLC
|
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Resurgent Financial Advisors LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
|
|
Full Sail Capital, LLC
|
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|
Westbourne Investment Advisors, Inc.
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares
|
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|
Courier Capital Llc
|
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CFO4Life Group, LLC
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Bedell Frazier Investment Counseling, LLC
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Delta Financial Group, Inc.
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Boston Partners
|
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Challenger Wealth Management
|
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
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|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
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|
|
Bailard, Inc.
|
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|
Fifth Third Wealth Advisors LLC
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Central Valley Advisors, Llc
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|
Weik Capital Management
|
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NWF Advisory Services Inc.
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
Hohimer Wealth Management, Llc
|
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|
|
waypoint wealth counsel
|
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|
Reyes Financial Architecture, Inc.
|
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Willis Investment Counsel
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Sage Investment Counsel LLC
|
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|
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united american securities inc. (d/b/a uas asset management)
|
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Smartleaf Asset Management LLC
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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Avidian Wealth Solutions, LLC
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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Salem Investment Counselors Inc
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Cullinan Associates Inc
|
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HB Wealth Management, LLC
|
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Walter & Keenan Financial Consulting Co /mi/ /adv
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Applied Finance Capital Management, LLC
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Somerset Group LLC
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Regal Investment Advisors LLC
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Wolff Wiese Magana Llc
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
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|
Bruce G. Allen Investments, LLC
|
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Sigma Planning Corp
|
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V-Square Quantitative Management LLC
|
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Cwm, Llc
|
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
Susquehanna Fundamental Investments, Llc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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Twin Capital Management Inc
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Legal & General Group Plc
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Jacobi Capital Management LLC
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Proathlete Wealth Management Llc
|
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|
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Fielder Capital Group LLC
|
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|
Sky Investment Group LLC
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
Azimuth Capital Investment Management LLC
|
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|
Omnia Family Wealth, LLC
|
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|
Parvin Asset Management, LLC
|
|
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|
Advisors Capital Management, LLC
|
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
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|
|
Pathstone Holdings, LLC
|
|
|
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|
|
Rothschild Investment Llc
|
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
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|
|
Prudential Plc
|
|
|
|
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|
Group One Trading, L.p.
|
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|
Hara Capital LLC
|
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Fortitude Family Office, LLC
|
|
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|
Machina Capital S.a.s.
|
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|
Toth Financial Advisory Corp
|
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|
Investment Research & Advisory Group, Inc.
|
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|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Philo Smith Capital Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
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|
Meridian Wealth Advisors, LLC
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
GHP Investment Advisors, Inc.
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Spire Wealth Management
|
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|
Evoke Wealth, Llc
|
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|
Granite FO LLC
|
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|
Peddock Capital Advisors, Llc
|
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|
Mattern Capital Management, Llc
|
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|
Baader Bank INC
|
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|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Employees Retirement System of Texas
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Cincinnati Indemnity Co
|
|
|
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|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
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|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
Concord Asset Management, LLC/VA
|
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|
Gabelli Funds Llc
|
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|
Kozak & Associates, Inc.
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
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|
Rosenberg Matthew Hamilton
|
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Kilter Group LLC
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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Bangor Savings Bank
|
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|
Wcm Investment Management, Llc
|
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Americana Partners, LLC
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Evolution Wealth Management Inc.
|
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
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Natural Investments, Llc
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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Guggenheim Strategic Opportunities Fund
|
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Laurion Capital Management LP
|
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Florida Financial Advisors, Llc
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Raab & Moskowitz Asset Management LLC
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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Security National Bank
|
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Beacon Pointe Advisors, LLC
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Trust Co Of Toledo Na /oh/
|
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Syverson Strege & Co
|
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HHM Wealth Advisors, LLC
|
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Ameriflex Group, Inc.
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Grimes & Company, Inc.
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Global Retirement Partners, LLC
|
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Lido Advisors, LLC
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
Abound Wealth Management
|
|
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|
Valeo Financial Advisors, LLC
|
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|
First Horizon Advisors, Inc.
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Manchester Capital Management LLC
|
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|
IFG Advisory, LLC
|
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|
Excalibur Management Corp
|
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Trust Co
|
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|
Ccm Investment Advisers Llc
|
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
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|
Legacy Investment Solutions, LLC
|
|
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|
J.w. Cole Advisors, Inc.
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
VSM Wealth Advisory, LLC
|
|
|
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|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
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|
|
Armis Advisers, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
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|
Front Row Advisors LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
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|
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|
Ipswich Investment Management Co., Inc.
|
|
|
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|
Kanawha Capital Management Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
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|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
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|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Oldfield Partners LLP
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Advisory Resource Group
|
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NewEdge Wealth, LLC
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Mendel Money Management
|
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Cambiar Investors Llc
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Steigerwald, Gordon & Koch Inc.
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Sierra Ocean, Llc
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Elser Financial Planning, Inc
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William Blair Investment Management, Llc
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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MTM Investment Management, LLC
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
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Mackenzie Financial Corp
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Pnc Financial Services Group, Inc.
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Mpwm Advisory Solutions, Llc
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Penserra Capital Management LLC
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MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
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Oak Harbor Wealth Partners, Llc
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Kathmere Capital Management, LLC
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Key FInancial Inc
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Westover Capital Advisors, LLC
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Washington Capital Management Inc
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Capital Performance Advisors Llp
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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Crestwood Advisors Group LLC
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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First PREMIER Bank
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Byrne Asset Management LLC
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State of New Jersey Common Pension Fund D
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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Davis Selected Advisers
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Tokio Marine Asset Management Co Ltd
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Ritter Daniher Financial Advisory LLC / DE
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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|
Cidel Asset Management Inc
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Venturi Wealth Management, LLC
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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QTR Family Wealth, LLC
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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Joel Isaacson & Co., LLC
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CI Private Wealth, LLC
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Mb, Levis & Associates, Llc
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Capital Investment Advisors, LLC
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Geneos Wealth Management Inc.
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Headinvest, Llc
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Tower Bridge Advisors
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Wambolt & Associates, LLC
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Clearbridge Investments, LLC
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Tectonic Advisors Llc
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Perigon Wealth Management, LLC
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Raiffeisen Bank International AG
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Cincinnati Financial Corp
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FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
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Northcape Wealth Management, Llc
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Conning Inc.
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Napatree Capital Llc
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SYM FINANCIAL Corp
|
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Logan Capital Management Inc
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Meiji Yasuda Asset Management Co Ltd.
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Oppenheimer & Co Inc
|
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AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
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XXEC, Inc.
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Longboard Asset Management, LP
|
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Bowen Hanes & Co Inc
|
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|
Entropy Technologies, LP
|
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Alta Advisers Ltd
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
Two Sigma Investments, Lp
|
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|
William B. Walkup & Associates, Inc.
|
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Cincinnati Specialty Underwriters Insurance CO
|
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|
Central Bank & Trust Co
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
Asset Dedication, LLC
|
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|
Nicollet Investment Management, Inc.
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
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|
Mach-1 Financial Group, Inc.
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
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|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Sapient Capital Llc
|
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|
Connecticut Wealth Management, LLC
|
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|
Quaker Wealth Management, LLC
|
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|
Moloney Securities Asset Management, LLC
|
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|
Wbh Advisory Inc
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
FIL Ltd
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
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|
|
D'Orazio & Associates, Inc.
|
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|
Missouri Trust & Investment Co
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Weybosset Research & Management Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
HFM Investment Advisors, LLC
|
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Moss Adams Wealth Advisors LLC
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RBF Capital, LLC
|
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|
Copperwynd Financial, LLC
|
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Morton Capital Management LLC/CA
|
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|
Hudson Valley Investment Advisors Inc /adv
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
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|
TCG Advisory Services, LLC
|
|
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Profunds - Profund Vp Large-cap Value
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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Orca Wealth Management, LLC
|
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Trust Point Inc.
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Troy Asset Management Ltd
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Focus Financial Network, Inc.
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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LGT Group Foundation
|
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Valued Wealth Advisors LLC
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Hemington Wealth Management
|
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Bank & Trust Co
|
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Nisa Investment Advisors, Llc
|
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Kempner Capital Management Inc.
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Godshalk Welsh Capital Management, Inc.
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Larson Financial Group LLC
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Signal Advisors Wealth, LLC
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Pandora Wealth, Inc.
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Insigneo Advisory Services, Llc
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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A. D. Beadell Investment Counsel, Inc.
|
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Evernest Financial Advisors, LLC
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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M&t Bank Corp
|
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RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
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|
Envestnet Asset Management Inc
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Maseco Llp
|
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RFG Advisory, LLC
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Parr Mcknight Wealth Management Group, Llc
|
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Fiduciary Trust Co
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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Baker Avenue Asset Management, LP
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Kennebec Savings Bank
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Tradewinds Capital Management, LLC
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EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
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Maia Wealth LLC
|
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Nordwand Advisors, LLC
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Millennium Management Llc
|
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CIBC World Markets Inc.
|
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Aster Capital Management (DIFC) Ltd
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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|
Elo Mutual Pension Insurance Co
|
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Patrick M Sweeney & Associates, Inc
|
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Argyle Capital Management Inc.
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
Advisors Asset Management, Inc.
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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SOA Wealth Advisors, LLC.
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Axq Capital, Lp
|
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New England Research & Management, Inc.
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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Lakeside Advisors, INC.
|
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Stifel Financial Corp
|
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WPG Advisers, LLC
|
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Heritage Wealth Advisors
|
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Ostrum Asset Management
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Merrion Investment Management Co, LLC
|
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TKG Advisors, LLC
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Five Oceans Advisors
|
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Atria Investments Llc
|
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
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|
|
|
Brooks, Moore & Associates, Inc.
|
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|
Davidson Trust Co
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
Dohj, Llc
|
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|
Dark Forest Capital Management Lp
|
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Onefund, Llc
|
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
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|
|
Trail Ridge Investment Advisors, LLC
|
|
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|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
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|
Trust Co Of Vermont
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
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|
Tompkins Financial Corp
|
|
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|
Aware Super Pty Ltd as trustee of Aware Super
|
|
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|
|
Inscription Capital, LLC
|
|
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|
LVW Advisors, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
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|
|
Aigen Investment Management, Lp
|
|
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|
Douglas Lane & Associates, LLC
|
|
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|
|
Walleye Capital LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
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|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
|
|
|
Janus Henderson Group Plc
|
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|
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|
DDD Partners, LLC
|
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Pacific Capital Wealth Advisors, Inc
|
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|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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|
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
First American Trust, Fsb
|
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|
|
Greenfield Savings Bank
|
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|
Atlantic Union Bankshares Corp
|
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|
Atom Investors LP
|
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|
Kesler, Norman & Wride, LLC
|
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
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|
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|
Rsm Us Wealth Management Llc
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Blake Schutter Theil Wealth Advisors, LLC
|
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|
Diligent Investors, LLC
|
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|
Advisory Services Network, LLC
|
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O'shaughnessy Asset Management, Llc
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Smith Shellnut Wilson Llc /adv
|
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|
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|
Level Four Advisory Services, Llc
|
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|
Mufg Securities Americas Inc.
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
Bristlecone Advisors, LLC
|
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TigerOak Management, L.L.C.
|
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|
G&S Capital LLC
|
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|
Legacy Private Trust Co.
|
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44 Wealth Management Llc
|
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PFG Investments, LLC
|
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|
DecisionPoint Financial, LLC
|
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Access Investment Management LLC
|
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Profunds - Profund Vp Bull
|
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|
Brookstone Capital Management
|
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|
Clark Capital Management Group, Inc.
|
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1832 Asset Management L.P.
|
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|
Hoxton Planning & Management, LLC
|
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|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Cove Street Capital, LLC
|
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|
Journey Strategic Wealth Llc
|
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|
Ransom Advisory, Ltd
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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|
Boyar Asset Management Inc.
|
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|
Northeast Investment Management
|
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|
North Ridge Wealth Advisors, Inc.
|
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|
Avalon Trust Co
|
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|
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|
Becker Capital Management Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
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|
Impact Partnership Wealth, LLC
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
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|
Roberts Glore & Co Inc /il/
|
|
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|
Poehling Capital Management, LLC
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
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|
Gsa Capital Partners Llp
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
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|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
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|
|
New Hampshire Trust
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
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Calamos Wealth Management LLC
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Minot DeBlois Advisors LLC
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Oakworth Capital, Inc.
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Renaissance Technologies Llc
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PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
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|
Sequoia Financial Advisors, LLC
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Ascent Group, LLC
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Spdr S&p 500 Etf Trust
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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Glenview Trust Co
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Citizens National Bank Trust Department
|
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Susquehanna Portfolio Strategies, LLC
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Northern Financial Advisors Inc
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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Berkeley Capital Partners, LLC
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Beutel, Goodman & Co Ltd.
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Steinberg Asset Management Llc
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Tactive Advisors, LLC
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Investment Management Corp of Ontario
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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Public Investment Fund
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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Yousif Capital Management, Llc
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Centennial Bank/AR/
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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Baldwin Investment Management, LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
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HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Emprise Bank
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
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OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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Two Sigma Securities, Llc
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Polaris Capital Management, LLC
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Freedom Day Solutions, LLC
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Intrua Financial, LLC
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Middleton & Co Inc/ma
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Corbyn Investment Management Inc/md
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United Community Bank
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Emerald Investment Partners, Llc
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Boston Common Asset Management, LLC
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Mesirow Financial Investment Management, Inc.
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Bank of New Hampshire
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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MAI Capital Management
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SCS Capital Management LLC
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KBWP - Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF
|
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Atria Wealth Solutions, Inc.
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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Sig Brokerage, Lp
|
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Df Dent & Co Inc
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
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Ilmarinen Mutual Pension Insurance Co
|
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Dorsey & Whitney Trust CO LLC
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Southport Management, L.l.c.
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Family Management Corp
|
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FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Interchange Capital Partners, LLC
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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West Michigan Advisors, Llc
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Metis Global Partners, LLC
|
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Klingman & Associates, LLC
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Gotham Asset Management, LLC
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Resonant Capital Advisors, LLC
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
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|
State of Wyoming
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
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|
Spirepoint Private Client, Llc
|
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|
|
Mattern Wealth Management LLC
|
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|
Bellwether Advisors, LLC
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
Valley Brook Capital Group, Inc.
|
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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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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
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|
Mascoma Wealth Management LLC
|
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|
Hager Investment Management Services, Llc
|
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|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
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|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
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|
|
Franklin Resources Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
RMR Capital Management, LLC
|
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|
Nilsine Partners, LLC
|
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|
Johnson Financial Group, Inc.
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
Cigna Investments Inc /new
|
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Oppenheimer Asset Management Inc.
|
|
|
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|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
|
|
|
City State Bank
|
|
|
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|
Sicart Associates LLC
|
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|
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|
Howland Capital Management Llc
|
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|
AlTi Global, Inc.
|
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|
Kimelman & Baird, LLC
|
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|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
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Rockefeller Capital Management L.P.
|
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Canton Hathaway, LLC
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CSU Producer Resources, Inc.
|
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Vicus Capital
|
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|
Mizuho Securities Usa Llc
|
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First National Bank Of Omaha
|
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Noble Wealth Management PBC
|
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|
|
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|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
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|
First Financial Corp /in/
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Advisor Group Holdings, Inc.
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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Ameritas Investment Partners, Inc.
|
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HBK Sorce Advisory LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
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Peapack Gladstone Financial Corp
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Strategy Asset Managers Llc
|
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US Asset Management LLC
|
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|
Dakota Wealth Management
|
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Carolina Wealth Advisors, LLC
|
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CX Institutional
|
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|
Aspiriant, Llc
|
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Fidelis Capital Partners, LLC
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
Gryphon Financial Partners LLC
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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New York Life Investment Management Llc
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
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|
1st Source Bank
|
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|
Axxcess Wealth Management, Llc
|
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|
Los Angeles Capital Management Llc
|
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|
Confluence Wealth Services, Inc.
|
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|
Legal Advantage Investments, Inc.
|
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|
ESL Trust Services, LLC
|
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|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
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|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
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|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Rockland Trust Co
|
|
|
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|
Princeton Capital Management Llc
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Weil Company, Inc.
|
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|
State Street Corp
|
|
|
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|
Intech Investment Management Llc
|
|
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Roundview Capital LLC
|
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|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
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Patron Partners Advisors, Llc
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Aspect Partners, LLC
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Gradient Investments LLC
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Qube Research & Technologies Ltd
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First Pacific Financial
|
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BIP Wealth, LLC
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Seed Wealth Management, Inc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Van Cleef Asset Management,Inc
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Sound Financial Strategies Group, LLC
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Jacobsen Capital Management
|
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First United Bank Trust/
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
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|
HighTower Advisors, LLC
|
|
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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Wedbush Securities Inc
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
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Smithfield Trust Co
|
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Scissortail Wealth Management, LLC
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Stanley-Laman Group, Ltd.
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Thomasville National Bank
|
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MQS Management LLC
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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Fiduciary Financial Group, Llc
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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Czech National Bank
|
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Drive Wealth Management, Llc
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Nomura Asset Management Co Ltd
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Wiley Bros.-aintree Capital, Llc
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Rede Wealth, LLC
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Snowden Capital Advisors LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Sagespring Wealth Partners, Llc
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CoreCap Advisors, LLC
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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West Branch Capital LLC
|
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Callan Family Office, LLC
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WealthCollab, LLC
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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McAdam, LLC
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Meridian Investment Counsel Inc.
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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Avestar Capital, LLC
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Panagora Asset Management Inc
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
AMG National Trust Bank
|
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Capital International Inc /ca/
|
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Apella Capital, LLC
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
Sowell Financial Services LLC
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Nemes Rush Group LLC
|
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Barry Investment Advisors, LLC
|
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Altfest L J & Co Inc
|
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DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
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|
Janney Montgomery Scott LLC
|
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Atlas Capital Advisors Llc
|
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Palisade Asset Management, LLC
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Utah Retirement Systems
|
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Pinnacle Wealth Planning Services, Inc.
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U.S. Capital Wealth Advisors, LLC
|
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Adirondack Trust Co
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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Compagnie Lombard Odier SCmA
|
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Waddell & Associates, Llc
|
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Truvestments Capital Llc
|
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Reynders McVeigh Capital Management, LLC
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Pinnacle Bancorp, Inc.
|
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|
Salzhauer Michael
|
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Community Bank, N.A.
|
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Money Concepts Capital Corp
|
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Carnegie Lake Advisors LLC
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Lcnb Corp
|
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Revisor Wealth Management LLC
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Lsv Asset Management
|
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UBS Group AG
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Siemens Fonds Invest GmbH
|
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|
Adviser Investments LLC
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
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|
|
Sit Investment Associates Inc
|
|
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|
|
Sound View Wealth Advisors Group, LLC
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
First National Trust Co
|
|
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|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
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|
Barclays Plc
|
|
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|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
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|
|
Fairscale Capital, LLC
|
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|
Altman Advisors, Inc.
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
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|
Railway Pension Investments Ltd
|
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Principal Financial Group Inc
|
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Highland Capital Management, Llc
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Confluence Investment Management Llc
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Legato Capital Management LLC
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|
Synovus Financial Corp
|
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|
|
Exencial Wealth Advisors, Llc
|
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|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
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|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
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|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
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|
Sfmg, Llc
|
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Schonfeld Strategic Advisors LLC
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Nomura Holdings Inc
|
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Personal Cfo Solutions, Llc
|
|
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|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Aviso Financial Inc.
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
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Deutsche Bank Ag\
|
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IFC Advisors LLC
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Deseret Mutual Benefit Administrators
|
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State of Alaska, Department of Revenue
|
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Wakefield Asset Management LLLP
|
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
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|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
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|
Sunflower Bank, N.A.
|
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Quadrant Capital Group Llc
|
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|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
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|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
Ronald Blue Trust, Inc.
|
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Poplar Forest Capital LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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|
Mcdonald Partners Llc
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
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|
CVA Family Office, LLC
|
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|
Seacrest Wealth Management, Llc
|
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|
Goldstein Advisors, LLC
|
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|
Romano Brothers And Company
|
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
State of Tennessee, Treasury Department
|
|
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|
|
Everence Capital Management Inc
|
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Acadian Asset Management Llc
|
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MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
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|
Advisory Alpha, LLC
|
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|
Cullen/frost Bankers, Inc.
|
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Beach Investment Counsel Inc/pa
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
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|
Crux Wealth Advisors
|
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|
Foundation Resource Management Inc
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
Stablepoint Partners, LLC
|
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|
Westbourne Investments, Inc.
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Financiere des Professionnels - Fonds d,investissement inc.
|
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|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
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|
Allspring Global Investments Holdings, LLC
|
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|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
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|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
|
Gables Capital Management Inc.
|
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|
WoodTrust Financial Corp
|
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|
Fiduciary Family Office, Llc
|
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|
|
Nvwm, Llc
|
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|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
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|
|
Symphony Financial, Ltd. Co.
|
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|
Fulton Bank, N.a.
|
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|
McIlrath & Eck, LLC
|
|
|
|
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|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Marathon Capital Management
|
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|
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
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|
|
Principia Wealth Advisory, LLC
|
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|
Versant Capital Management, Inc
|
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Simmons Bank
|
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Us Bancorp \de\
|
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Stamos Capital Partners, L.p.
|
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180 Wealth Advisors, Llc
|
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Tortoise Investment Management, LLC
|
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|
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N
|
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|
Federated Hermes, Inc.
|
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Hunter Perkins Capital Management, LLC
|
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Groupe la Francaise
|
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Amussen Hunsaker Associates Llc
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
Financial Gravity Companies, Inc.
|
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|
Charles Schwab Investment Management Inc
|
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|
Norway Savings Bank
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
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|
|
|
Rexford Capital Inc
|
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|
BKD Wealth Advisors, LLC
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
DRW Securities, LLC
|
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|
Parcion Private Wealth LLC
|
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|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
Argyle Capital Partners, LLC
|
|
|
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|
Simplex Trading, Llc
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
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|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
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|
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|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Umpqua Bank
|
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|
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|
Talaria Asset Management Pty Ltd
|
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|
Accuvest Global Advisors
|
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|
Norges Bank
|
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|
SageView Advisory Group, LLC
|
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Tufton Capital Management
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Paladin Advisory Group, LLC
|
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|
Somerset Trust Co
|
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|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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|
|
Compass Capital Management, Inc
|
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|
Financial Perspectives, Inc
|
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
Putnam Fl Investment Management Co
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
APG Asset Management N.V.
|
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|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Bright Rock Capital Management, Llc
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
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|
Everhart Financial Group, Inc.
|
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|
Dana Investment Advisors, Inc.
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
Treasurer of the State of North Carolina
|
|
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|
Aviva Plc
|
|
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|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
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|
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|
Rainier Family Wealth Inc
|
|
|
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|
|
Nichols & Pratt Advisers Llp /ma
|
|
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|
Covestor Ltd
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
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|
General Partner, Inc.
|
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
VIDI - ETF Series Solutions - Vident International Equity Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
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SkyView Investment Advisors, LLC
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Choate Investment Advisors
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Atlantic Private Wealth, LLC
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Frank, Rimerman Advisors LLC
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Aries Wealth Management
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Luminist Capital LLC
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Commerzbank Aktiengesellschaft /fi
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Banque Pictet & Cie Sa
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Strategic Advisors LLC
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Main Street Group, LTD
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Spinnaker Trust
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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Carson Advisory Inc.
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
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Dupont Capital Management Corp
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Bank of New York Mellon Corp
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Financial Advisors, LLC
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Meeder Asset Management Inc
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Avantax Advisory Services, Inc.
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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Hurley Capital, LLC
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Kingsview Wealth Management, LLC
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
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NJ State Employees Deferred Compensation Plan
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Huntington National Bank
|
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Lincoln Capital LLC
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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Point72 Asset Management, L.P.
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Great Lakes Advisors, Llc
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Foster Dykema Cabot & Partners, Llc
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Sarver Vrooman Wealth Advisors
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State Board Of Administration Of Florida Retirement System
|
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Argonautica Private Wealth Management, Inc
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UMA Financial Services, Inc.
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FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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Capital World Investors
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Weatherly Asset Management L. P.
|
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FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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Western Wealth Management, LLC
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D.a. Davidson & Co.
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Shorepoint Capital Partners LLC
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Legend Financial Advisors, Inc.
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Cacti Asset Management Llc
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Ewa, Llc
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
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Thrive Wealth Management, LLC
|
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
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Vestmark Advisory Solutions, Inc.
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Quantinno Capital Management LP
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Ambassador Advisors, LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Forte Capital Llc /adv
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Steward Partners Investment Advisory, Llc
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Garda Capital Partners Lp
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Wellington Shields & Co., LLC
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Delta Asset Management Llc/tn
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New Mexico Educational Retirement Board
|
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DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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NEOS Investment Management LLC
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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
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|
Arkadios Wealth Advisors
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
Leelyn Smith, LLC
|
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|
Moser Wealth Advisors, LLC
|
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|
Kempen Capital Management N.v.
|
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|
Ingalls & Snyder Llc
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
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|
|
Gladstone Institutional Advisory LLC
|
|
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|
Saturna Capital CORP
|
|
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|
Bragg Financial Advisors, Inc
|
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|
Coign Capital Advisors LLC
|
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|
Henry James International Management Inc.
|
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|
ORG Partners LLC
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|
|
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|
Crewe Advisors LLC
|
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|
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|
Segment Wealth Management, LLC
|
|
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
GOODX - GoodHaven Funds Trust - GoodHaven Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
GoodHaven Capital Management, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
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Verum Partners LLC
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
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Wealthspire Advisors, LLC
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Cyndeo Wealth Partners, LLC
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Maven Securities LTD
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
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Manufacturers Life Insurance Company, The
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Murphy, Middleton, Hinkle & Parker, Inc.
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Sunbelt Securities, Inc.
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Illinois Municipal Retirement Fund
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Investors Research Corp
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Renaissance Group Llc
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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Leuthold Group, Llc
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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Lockerman Financial Group, Inc.
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Norinchukin Bank, The
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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Private Advisor Group, LLC
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Nuveen, LLC
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Guggenheim Capital Llc
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Armstrong Advisory Group, Inc
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Sciencast Management LP
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Checchi Capital Advisers, LLC
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Fosun International Ltd
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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Thompson Davis & Co., Inc.
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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New York State Common Retirement Fund
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Kayne Anderson Rudnick Investment Management Llc
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Kentucky Retirement Systems
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Verition Fund Management LLC
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FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Costello Asset Management, INC
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Graypoint LLC
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Magnetar Financial LLC
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Engineers Gate Manager LP
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
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Investment Partners Asset Management, Inc.
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Welch Group, LLC
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Badgley Phelps Wealth Managers, LLC
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Korea Investment CORP
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London Co Of Virginia
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DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
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RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
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Councilmark Asset Management, LLC
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Coastal Bridge Advisors, LLC
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Greykasell Wealth Strategies, Inc.
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Baker Ellis Asset Management LLC
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Nbt Bank N A /ny
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RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
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Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
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Transcend Wealth Collective, Llc
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Lansforsakringar Fondforvaltning AB (publ)
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Waterway Wealth Management, LLC
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Wolf Group Capital Advisors
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Mattson Financial Services, LLC
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Fayez Sarofim & Co
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Principle Wealth Partners Llc
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National Pension Service
|
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
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McLean Asset Management Corp
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LaFleur & Godfrey LLC
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Bridges Investment Management Inc
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Farmers Trust Co
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Newbridge Financial Services Group, Inc.
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CBOE Vest Financial, LLC
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Wolverine Trading, Llc
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Brady Family Wealth, Llc
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Legacy Wealth Management, LLC / MS
|
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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Tiemann Investment Advisors, Llc
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
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|
Prime Capital Investment Advisors, LLC
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Hsbc Holdings Plc
|
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Centerpoint Advisors, LLC
|
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Delta Global Management LP
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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|
Mill Capital Management, LLC
|
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|
Mount Lucas Management LP
|
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
Pinnacle Financial Partners Inc
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
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|
Camden National Bank
|
|
|
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|
Raelipskie Partnership
|
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|
Allworth Financial LP
|
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|
Connors Investor Services Inc
|
|
|
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|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
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|
|
Avanza Fonder AB
|
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|
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|
|
Catalyst Financial Partners Llc
|
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|
|
|
|
Ritholtz Wealth Management
|
|
|
|
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|
PBMares Wealth Management LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
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|
