|
Bank Of America Corp /de/
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Winton Capital Group Ltd
|
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|
|
|
|
Villere St Denis J & Co Llc
|
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|
Woodstock Corp
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Courier Capital Llc
|
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|
Lawson Kroeker Investment Management Inc/ne
|
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Albion Financial Group /ut
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
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|
Hennessy Advisors Inc
|
|
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
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|
Beck Mack & Oliver Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
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|
Goepper Burkhardt LLC
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Illinois Municipal Retirement Fund
|
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Mission Wealth Management, Lp
|
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Longfellow Investment Management Co Llc
|
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Coho Partners, Ltd.
|
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ARS Investment Partners, LLC
|
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Hillsdale Investment Management Inc.
|
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Bank Of Montreal /can/
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
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|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
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|
Nbt Bank N A /ny
|
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|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
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|
Redhawk Wealth Advisors, Inc.
|
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|
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|
Qube Research & Technologies Ltd
|
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|
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|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
Van Eck Associates Corp
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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|
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|
Confluence Wealth Services, Inc.
|
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|
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|
Colonial Trust Co / SC
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
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|
|
|
|
Brown Advisory Inc
|
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|
FRG Family Wealth Advisors LLC
|
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|
Capital Analysts, Inc.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
UBS Group AG
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
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|
MetLife Investment Management, LLC
|
|
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|
Umpqua Bank
|
|
|
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|
ICW Investment Advisors LLC
|
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|
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|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
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|
Woodmont Investment Counsel Llc
|
|
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|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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|
|
|
|
First City Capital Management, Inc.
|
|
|
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|
|
GFG Capital, LLC
|
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|
Carolina Wealth Advisors, LLC
|
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|
Pitcairn Co
|
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|
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|
Dana Investment Advisors, Inc.
|
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|
Sax Wealth Advisors, Llc
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
|
|
|
Winch Advisory Services, LLC
|
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|
Patten Group, Inc.
|
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|
Howe & Rusling Inc
|
|
|
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|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Td Private Client Wealth Llc
|
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|
|
|
|
Principle Wealth Partners Llc
|
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|
|
Curat Global, LLC
|
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|
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|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
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|
Silvant Capital Management LLC
|
|
|
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|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
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|
Montis Financial, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
|
|
|
Baker Chad R
|
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|
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|
Atticus Wealth Management, Llc
|
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Lowe Wealth Advisors, LLC
|
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|
Tsfg, Llc
|
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Horizon Investments, LLC
|
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Burney Co/
|
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Coerente Capital Management
|
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Victory Capital Management Inc
|
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Teacher Retirement System Of Texas
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
Aberdeen Wealth Management LLC
|
|
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
Griffin Asset Management, Inc.
|
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Avanza Fonder AB
|
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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|
Boreal Capital Management LLC
|
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|
Cubist Systematic Strategies, LLC
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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Tevis Investment Management
|
|
|
|
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|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
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|
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
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|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
|
Janus Henderson Group Plc
|
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Edgestream Partners, L.P.
|
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TD Waterhouse Canada Inc.
|
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
Avion Wealth
|
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|
Alpha Family Trust
|
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Diamond Hill Capital Management Inc
|
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Nissay Asset Management Corp /japan/ /adv
|
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Ingalls & Snyder Llc
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Hourglass Capital, Llc
|
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|
|
Gradient Investments LLC
|
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|
C2C Wealth Management, LLC
|
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|
TFG Advisers LLC
|
|
|
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|
|
State Farm Mutual Automobile Insurance Co
|
|
|
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|
PayPay Securities Corp
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
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|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A)
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
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Brandywine Oak Private Wealth Llc
|
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|
Norges Bank
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Patton Fund Management, Inc.
|
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|
Cerro Pacific Wealth Advisors LLC
|
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|
Allegheny Financial Group LTD
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
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|
Moody Lynn & Lieberson, Llc
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
Old National Bancorp /in/
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
Perkins Coie Trust Co
|
|
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|
Southeast Asset Advisors Inc.
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
Johnson Financial Group, Inc.
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
Cohen Klingenstein LLC
|
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|
ProShare Advisors LLC
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
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|
Kennedy Investment Group
|
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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|
Stratos Wealth Advisors, LLC
|
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|
Hamilton Capital, LLC
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
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|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
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|
Trustco Bank Corp N Y
|
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|
Smith, Salley & Associates
|
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Nicholas Hoffman & Company, LLC.
|
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|
Financial Advisory Service, Inc.
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
Penobscot Investment Management Company, Inc.
|
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Delta Investment Management, LLC
|
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VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
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|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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|
Hibernia Wealth Partners, LLC
|
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|
TCTC Holdings, LLC
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
GQG Partners LLC
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KBC Group NV
|
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TCG Advisory Services, LLC
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Mitchell Sinkler & Starr/pa
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
Costello Asset Management, INC
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
High Note Wealth, LLC
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
AdvisorNet Financial, Inc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Northwestern Mutual Investment Management Company, Llc
|
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Godshalk Welsh Capital Management, Inc.
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
BOK Financial Private Wealth, Inc.
|
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Lewis Asset Management, LLC
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Safe Harbor Fiduciary, LLC
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
Kovack Advisors, Inc.
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
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|
DT Investment Partners, LLC
|
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|
Zrc Wealth Management, Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
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|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
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|
SS&H Financial Advisors, Inc.
|
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|
Lincoln Capital LLC
|
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|
Tompkins Financial Corp
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
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|
|
Blair William & Co/il
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
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|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
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|
|
Cibc World Markets Corp
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
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|
YHB Investment Advisors, Inc.
|
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|
Apexium Financial, Lp
|
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|
|
Oxbow Advisors, LLC
|
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|
|
Berger Financial Group, Inc
|
|
|
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|
|
Searle & Co.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
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|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
|
Northstar Financial Companies, Inc.
|
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Douglas Lane & Associates, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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|
Cito Capital Group, LLC
|
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|
|
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Czech National Bank
|
|
|
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|
Cranbrook Wealth Management, LLC
|
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
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|
Rialto Wealth Management, LLC
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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Chelsea Counsel Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
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|
Canandaigua National Bank & Trust Co
|
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|
|
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|
Presilium Private Wealth, Llc
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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YANKCOM Partnership
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Barlow Wealth Partners, Inc.
|
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|
Beacon Financial Advisory LLC
|
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|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
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|
AlTi Global, Inc.
|
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|
Cornerstone Wealth Group, LLC
|
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|
Wedmont Private Capital
|
|
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Capitolis Liquid Global Markets LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Nexus Investment Management ULC
|
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Camden Capital, LLC
|
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|
Royal Bank Of Canada
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
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|
Kestra Investment Management, LLC
|
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|
Penserra Capital Management LLC
|
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|
Arvest Bank Trust Division
|
|
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|
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|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
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|
Activest Wealth Management
|
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|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Mufg Securities Americas Inc.
|
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|
Burke & Herbert Bank & Trust Co
|
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|
Hartland & Co., LLC
|
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|
Close Asset Management Ltd
|
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|
Rsm Us Wealth Management Llc
|
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|
ProVise Management Group, LLC
|
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Revisor Wealth Management LLC
|
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|
Exencial Wealth Advisors, Llc
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
Dynamic Advisor Solutions LLC
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Foundations Investment Advisors, LLC
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|
Beacon Capital Management, LLC
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|
Hughes Financial Services, LLC
|
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|
Bartlett & Co. Wealth Management Llc
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
WASHINGTON TRUST Co
|
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|
Envestnet Asset Management Inc
|
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Asset Management Group, Inc.
|
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Beaird Harris Wealth Management, LLC
|
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Koa Wealth Management, LLC
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Guardcap Asset Management Ltd
|
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Tocqueville Asset Management L.p.
|
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Meyer Handelman Co
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
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|
Vestmark Advisory Solutions, Inc.
|
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Tudor Investment Corp Et Al
|
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Madison Asset Management, LLC
|
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Stoneridge Investment Partners Llc
|
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Quantinno Capital Management LP
|
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Pittenger & Anderson Inc
|
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Smith Shellnut Wilson Llc /adv
|
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Umb Bank N A/mo
|
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|
Flossbach Von Storch Ag
|
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Soltis Investment Advisors LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
Meiji Yasuda Life Insurance Co
|
|
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|
HTG Investment Advisors, Inc.
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
|
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|
Kcm Investment Advisors Llc
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
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|
Synovus Financial Corp
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
First Community Trust Na
|
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|
Chesapeake Wealth Management
|
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|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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|
WestEnd Advisors, LLC
|
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|
Well Done, LLC
|
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|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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|
Kimelman & Baird, LLC
|
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|
Csenge Advisory Group
|
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|
Aspire Private Capital, LLC
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
B&l Asset Management Llc
|
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|
CLARET ASSET MANAGEMENT Corp
|
|
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|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
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|
|
Americana Partners, LLC
|
|
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|
|
Gulf International Bank (UK) Ltd
|
|
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|
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|
Bank OZK
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
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|
|
|
Seaside Wealth Management, Inc.
|
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|
|
Empirical Finance, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
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|
|
Topsail Wealth Management, LLC
|
|
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|
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|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
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|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
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FT Vest Hedged Equity Income Fund: Series B1
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Investors Research Corp
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Moisand Fitzgerald Tamayo, LLC
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|
Convergence Investment Partners, LLC
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Monarch Capital Management Inc/
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KRMA - Global X Funds - Global X Conscious Companies ETF
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Franklin, Parlapiano, Turner & Welch, LLC
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Paragon Capital Management Ltd
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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|
Journey Strategic Wealth Llc
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Congress Asset Management Co /ma
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Rice Partnership, LLC
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Axa S.a.
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Hazlett, Burt & Watson, Inc.
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
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Ransom Advisory, Ltd
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New Age Alpha Advisors, LLC
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
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Covestor Ltd
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Hemington Wealth Management
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Hager Investment Management Services, Llc
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Virginia Retirement Systems Et Al
|
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Allspring Global Investments Holdings, LLC
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Mirae Asset Global Investments Co., Ltd.
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Baxter Bros Inc
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Badgley Phelps Wealth Managers, LLC
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Deane Retirement Strategies, Inc.
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Capital City Trust Co/fl
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Wilkins Investment Counsel Inc
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Legacy Private Trust Co.
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Louisiana State Employees Retirement System
|
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Citizens National Bank Trust Department
|
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B. Metzler seel. Sohn & Co. AG
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IMA Wealth, Inc.
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RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
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ICONIQ Capital, LLC
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Optivise Advisory Services LLC
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Front Street Capital Management, Inc.
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Mml Investors Services, Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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Pathstone Holdings, LLC
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PCG Wealth Advisors, LLC
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Cherry Tree Wealth Management, LLC
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Harbor Investment Advisory, Llc
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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Patriot Financial Group Insurance Agency, LLC
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Trillium Asset Management, Llc
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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Morgan Stanley
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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Moors & Cabot, Inc.
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Wealthspire Advisors, LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
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Anchor Capital Advisors Llc
|
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Aurora Private Wealth, Inc.
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Onefund, Llc
|
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Hsbc Holdings Plc
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
L2 Asset Management, LLC
|
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Grant/GrossMendelsohn, LLC
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
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|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
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|
Bernard Wealth Management Corp.
|
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Pictet Asset Management Holding SA
|
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Kanawha Capital Management Llc
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
Harbor Capital Advisors, Inc.
|
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Arista Wealth Management, LLC
|
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|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
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|
|
Leisure Capital Management
|
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|
Cary Street Partners Financial Llc
|
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|
Sheets Smith Wealth Management
|
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|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
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|
Financial Network Wealth Management LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
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|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
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|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Argent Trust Co
|
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Baader Bank INC
|
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Asahi Life Asset Management Co., Ltd.
|
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Comerica Bank
|
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Allianz Asset Management GmbH
|
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|
Strategic Blueprint, LLC
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|
Bnp Paribas Arbitrage, Sa
|
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|
Prestige Wealth Management Group LLC
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Schaper Benz & Wise Investment Counsel Inc/wi
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Wulff, Hansen & Co.
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Venturi Wealth Management, LLC
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|
California State Teachers Retirement System
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Armstrong, Fleming & Moore, Inc
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Chesley Taft & Associates LLC
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Quest 10 Wealth Builders, Inc.
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Lmp Capital & Income Fund Inc.
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Baron Wealth Management LLC
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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Vista Wealth Management Group, LLC
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RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
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Semmax Financial Advisors Inc.
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Bruce G. Allen Investments, LLC
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Arrowstreet Capital, Limited Partnership
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
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|
Pallas Capital Advisors LLC
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Ballentine Partners, LLC
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Inscription Capital, LLC
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Capstone Wealth Management Group, Llc
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TrueMark Investments, LLC
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Paradigm Financial Partners, Llc
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Cornerstone Total Return Fund Inc
|
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NewSquare Capital LLC
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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Avantax Planning Partners, Inc.
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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Commonwealth Equity Services, Llc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Atomi Financial Group, Inc.
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
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|
Wendell David Associates Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
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|
Coastwise Capital Group, LLC
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Cullen/frost Bankers, Inc.
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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Autumn Glory Partners, LLC
|
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Klp Kapitalforvaltning As
|
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Steward Partners Investment Advisory, Llc
|
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Mercer Global Advisors Inc /adv
|
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Parvin Asset Management, LLC
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Mizuho Markets Americas Llc
|
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Scotia Capital Inc.
|
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Strs Ohio
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
Hartford Financial Management Inc.
|
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VCI Wealth Management LLC
|
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Worldquant Millennium Advisors Llc
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
Slocum, Gordon & Co LLP
|
|
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|
Global Trust Asset Management, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
Farmers National Bank
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
Neuberger Berman Group LLC
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
Aptus Capital Advisors, LLC
|
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|
Bank Of Nova Scotia
|
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|
Vision Financial Markets Llc
|
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Dudley Capital Management, Llc
|
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Sierra Ocean, Llc
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
|
|
Nichols & Pratt Advisers Llp /ma
|
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|
|
BCS Wealth Management
|
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|
|
|
|
Anb Bank
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
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|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Fifth Third Wealth Advisors LLC
|
|
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|
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a)
|
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|
|
|
Trust Co Of Vermont
|
|
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|
First Command Advisory Services, Inc.
|
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|
Aull & Monroe Investment Management Corp
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
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|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Neville Rodie & Shaw Inc
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Cim Investment Mangement Inc
|
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|
Bank Of Nova Scotia Trust Co
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Mcdonald Partners Llc
|
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|
Reik & Co., Llc
|
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|
Mairs & Power Inc
|
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|
Consultiva Wealth Management, Corp.
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Montag & Caldwell, Llc
|
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Pinnacle West Asset Management, Inc.
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
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|
Duncker Streett & Co Inc
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
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|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
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|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
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|
Diversify Wealth Management, Llc
|
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|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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|
FSA Wealth Management LLC
|
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|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
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|
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|
Cassaday & Co Wealth Management LLC
|
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|
Smartleaf Asset Management LLC
|
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|
Yacktman Asset Management Lp
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
RFG Advisory, LLC
|
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|
Louisbourg Investments Inc.
|
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|
State of Tennessee, Treasury Department
|
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|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Old Port Advisors
|
|
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|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Curated Wealth Partners LLC
|
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|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
denkapparat Operations GmbH
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
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|
Virtus ETF Advisers LLC
|
|
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|
|
Promethium Advisors,llc
|
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|
|
Highline Wealth Partners Llc
|
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|
Nomura Holdings Inc
|
|
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|
|
CHICAGO TRUST Co NA
|
|
|
|
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|
First Bancorp, Inc /ME/
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
|
Korea Investment CORP
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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|
CVA Family Office, LLC
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
Perpetual Ltd
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Lido Advisors, LLC
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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D.a. Davidson & Co.
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
Isthmus Partners, Llc
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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Pinnacle Bancorp, Inc.
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LGT Fund Management Co Ltd.
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Avantax Advisory Services, Inc.
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Elo Mutual Pension Insurance Co
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
Valley National Advisers Inc
|
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|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
Winslow Asset Management Inc
|
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|
Lindbrook Capital, Llc
|
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Baron Financial Group, LLC
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
Fragasso Group Inc.
|
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|
Fiduciary Trust Co
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Quantbot Technologies LP
|
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|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
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|
Tyche Wealth Partners LLC
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Delta Financial Group, Inc.
|
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Somerville Kurt F
|
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Tacita Capital Inc
|
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Orion Capital Management LLC
|
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Letson Investment Management, Inc.
|
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Barrett & Company, Inc.
|
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Relyea Zuckerberg Hanson LLC
|
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Moneta Group Investment Advisors Llc
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
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First Eagle Investment Management, LLC
|
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SBI Securities Co., Ltd.
|
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Haverford Trust Co
|
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Port Capital LLC
|
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AMG National Trust Bank
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Opal Wealth Advisors, LLC
|
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Fulcrum Asset Management LLP
|
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|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
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|
AMDWX - AMANA MUTUAL FUNDS TRUST - Amana Developing World Fund Investor Shares
|
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|
Great Valley Advisor Group, Inc.
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Kennon-Green & Company, LLC
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
Grandfield & Dodd, Llc
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Cambridge Investment Research Advisors, Inc.
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
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|
ABN AMRO Bank N.V.
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
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|
Coldstream Capital Management Inc
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
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|
BlackRock, Inc.
|
|
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|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Ossiam
|
|
|
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CoreFirst Bank & Trust
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
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|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
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|
American Investment Services, Inc.
|
|
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
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|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
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Summit Financial, LLC
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Meeder Asset Management Inc
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Ellevest, Inc.
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Glenmede Investment Management, LP
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Wedbush Securities Inc
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MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
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Atlas Capital Advisors Llc
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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Nebula Research & Development LLC
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Valley Brook Capital Group, Inc.
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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Sovereign Financial Group, Inc.
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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Silver Lake Advisory, LLC
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Teachers Retirement System Of The State Of Kentucky
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Optimize Financial Inc
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Waterloo Capital, L.P.
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Granite Investment Partners, LLC
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Sentry Investment Management Llc
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Kentucky Trust Co
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TFC Financial Management
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Bradyco, Inc.
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
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Wesleyan Assurance Society
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HHM Wealth Advisors, LLC
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Mattern Wealth Management LLC
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Partnership Wealth Management, LLC
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Optas, LLC
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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Nbw Capital Llc
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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Humankind Investments LLC
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Signaturefd, Llc
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Kestra Private Wealth Services, Llc
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AE Wealth Management LLC
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
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Kempen Capital Management N.v.
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Capstone Financial Advisors, Inc.
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Jacobs & Co/ca
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Canton Hathaway, LLC
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Impax Asset Management Group plc
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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ELCO Management Co., LLC
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Clifford Swan Investment Counsel Llc
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Group One Trading, L.p.
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Retirement Planning Co of New England, Inc.
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Accordant Advisory Group Inc
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Laurion Capital Management LP
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J. W. Coons Advisors, LLC
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Miller Wealth Advisors, Llc
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Waddell & Associates, Llc
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Nvwm, Llc
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Great Diamond Partners, LLC
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Goldstone Financial Group, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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FT Vest Total Return Income Fund: Series B1
|
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|
American Capital Advisory, LLC
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Ancora Advisors, LLC
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Gwn Securities Inc.
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PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Northern Trust Corp
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
McKinley Carter Wealth Services, Inc.
|
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Gotham Asset Management, LLC
|
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Sheaff Brock Investment Advisors, LLC
|
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IHT Wealth Management, LLC
|
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|
Central Pacific Bank - Trust Division
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
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|
Varma Mutual Pension Insurance Co
|
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|
Mjp Associates Inc /adv
|
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|
First Financial Bank - Trust Division
|
|
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|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
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|
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|
Armstrong Advisory Group, Inc
|
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|
Battery Global Advisors, LLC
|
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Private Trust Co Na
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
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|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
IFP Advisors, Inc
|
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|
Drexel Morgan & Co.
|
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|
Fiduciary Alliance LLC
|
|
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|
La Banque Postale Asset Management SA
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
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|
Triangle Securities Wealth Management
|
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|
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|
Harbour Investment Management Llc
|
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|
Summitry Llc
|
|
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|
Generali Asset Management SPA SGR
|
|
|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
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|
|
Amalgamated Bank
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
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Sepio Capital, LP
|
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Mariner, LLC
|
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|
Zions Bancorporation, National Association /ut/
|
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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|
Welch Group, LLC
|
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|
CGC Financial Services, LLC
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FORM Wealth Advisors, LLC
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Cobler Capital Management, LLC
|
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Old Point Trust & Financial Services N A
|
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Buckingham Strategic Partners
|
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Northstar Asset Management Llc
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Retirement Systems of Alabama
|
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Evergreen Capital Management Llc
|
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DRIPX - MP63 FUND INC - MP63 Fund
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Proficio Capital Partners LLC
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Principia Wealth Advisory, LLC
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Lighthouse Investment Partners, LLC
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Adage Capital Partners Gp, L.l.c.
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Cetera Trust Company, N.A
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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Baird Financial Group, Inc.
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Thoroughbred Financial Services, Llc
|
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Rossby Financial, LCC
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Princeton Global Asset Management LLC
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Police & Firemen's Retirement System of New Jersey
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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Renaissance Investment Group LLC
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Curbstone Financial Management Corp
|
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Stonebridge Capital Advisors LLC
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O'Brien Greene & Co. Inc
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Somerset Trust Co
|
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Team Financial Group, LLC
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Verdence Capital Advisors LLC
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Drum Hill Capital, LLC
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BRYN MAWR TRUST Co
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Symphony Financial, Ltd. Co.
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Advocate Group Llc
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Acima Private Wealth, Llc
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
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Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
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St. Louis Trust Co
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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DnB Asset Management AS
|
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Binnacle Investments Inc
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Oversea-Chinese Banking CORP Ltd
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Country Club Bank /gfn
|
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Crawford Investment Counsel Inc
|
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Mill Creek Capital Advisors, LLC
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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Stifel Financial Corp
|
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State Board Of Administration Of Florida Retirement System
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Kovitz Investment Group Partners, LLC
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Legal & General Group Plc
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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YALL - Tidal ETF Trust - God Bless America ETF
|
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South Dakota Investment Council
|
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|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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|
K.J. Harrison & Partners Inc
|
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
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|
Altfest L J & Co Inc
|
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Warren Averett Asset Management, LLC
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East Coast Asset Management, LLC.
|
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Columbia Asset Management
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
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|
Bard Financial Services, Inc.
|
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|
West Oak Capital, LLC
|
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|
Heritage Wealth Advisors
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
National Bank Of Canada /fi/
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
Whipplewood Advisors, LLC
|
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|
ORG Wealth Partners, LLC
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Jacobi Capital Management LLC
|
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|
Private Wealth Management Group, LLC
|
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|
Centric Wealth Management
|
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|
Trust Co
|
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|
Susquehanna International Group, Llp
|
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|
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|
Logan Capital Management Inc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
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|
Ambassador Advisors, LLC
|
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|
Gries Financial Llc
|
|
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|
TrimTabs Asset Management, LLC
|
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|
Intech Investment Management Llc
|
|
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|
Bfsg, Llc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Holos Integrated Wealth LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Us Bancorp \de\
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
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Saratoga Research & Investment Management
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Verition Fund Management LLC
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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EP Wealth Advisors, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
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Resonant Capital Advisors, LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Bull Street Advisors, LLC
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Boit C F David
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Lynch & Associates/in
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Catalyst Financial Partners Llc
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Mn Services Vermogensbeheer B.V.
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
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DSG Capital Advisors, LLC
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Centre Asset Management, LLC
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FORA Capital, LLC
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Kentucky Retirement Systems Insurance Trust Fund
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Bahl & Gaynor Inc
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CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
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Allen Mooney & Barnes Investment Advisors LLC
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NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
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Arrowroot Family Office, LLC
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Hussman Strategic Advisors, Inc.
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Spirepoint Private Client, Llc
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WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
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Centricity Wealth Management, LLC
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Criteria Caixa, S.a.u.
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
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SJS Investment Consulting Inc.
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CCMG - EA Series Trust - CCM Global Equity ETF
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HB Wealth Management, LLC
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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Profunds - Profund Vp Large-cap Value
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Quilter Plc
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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Vestia Personal Wealth Advisors
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Shelton Capital Management
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
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LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
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Modern Wealth Management, LLC
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F/M Investments LLC
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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OMC Financial Services LTD
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Mitchell Mcleod Pugh & Williams Inc
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Hollencrest Capital Management
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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Wellington Management Group Llp
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BankPlus Trust Department
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Raleigh Capital Management Inc.
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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BI Asset Management Fondsmaeglerselskab A/S
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Cary Street Partner Investment Advisory Llc
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Golden State Equity Partners
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Waters Parkerson & Co., Llc
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
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QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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Abn Amro Investment Solutions
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UMA Financial Services, Inc.
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Farther Finance Advisors, LLC
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Franklin Resources Inc
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Coastline Trust Co
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Robbins Farley Llc
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Retirement Guys Formula Llc
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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Voleon Capital Management Lp
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AdvisorShares Investments LLC
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AustralianSuper Pty Ltd
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Massachusetts Wealth Management
|
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Tiemann Investment Advisors, Llc
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Leavell Investment Management, Inc.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Dunhill Financial, LLC
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Plato Investment Management Ltd
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Dorsey & Whitney Trust CO LLC
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
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Mayflower Financial Advisors, LLC
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Whittier Trust Co Of Nevada Inc
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Nordea Investment Management Ab
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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IFM Investors Pty Ltd
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Profund Advisors Llc
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Moment Partners, LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Lvm Capital Management Ltd/mi
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Alliancebernstein L.p.
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Stephenson National Bank & Trust
|
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Natural Investments, Llc
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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|
MeadowBrook Investment Advisors LLC
|
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TD Capital Management LLC
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Fortis Group Advisors, LLC
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|
Diamant Asset Management, Inc.
|
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SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
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Transcend Wealth Collective, Llc
|
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Integras Partners LLC
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|
Fifth Third Bancorp
|
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NorthCrest Asset Manangement, LLC
|
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|
Cetera Investment Advisers
|
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|
Kapitalo Investimentos Ltda
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Ethic Inc.
|
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|
Bridges Investment Management Inc
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Phoenix Holdings Ltd.
|
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|
Fiduciary Family Office, Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
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|
1832 Asset Management L.P.
|
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|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
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|
Ensign Peak Advisors, Inc
|
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|
Strategic Financial Services, Inc,
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
Yukon Wealth Management, Inc.
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
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|
Delta Financial Advisors Llc
|
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|
Fidelis Capital Partners, LLC
|
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|
Maryland State Retirement & Pension System
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Maple Capital Management, Inc.
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
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|
Steel Peak Wealth Management LLC
|
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|
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|
MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
|
Atlantic Union Bankshares Corp
|
|
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|
EverSource Wealth Advisors, LLC
|
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|
LGT Group Foundation
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
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|
Banque Transatlantique SA
|
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|
|
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|
Loomis Sayles & Co L P
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Brighton Jones Llc
|
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|
Gleason Group, Inc.
|
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|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
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|
|
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|
National Asset Management, Inc.
|
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|
ETF Store, Inc.
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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Baker Avenue Asset Management, LP
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|
