|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
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|
|
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|
Atomi Financial Group, Inc.
|
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|
|
Evergreen Capital Management Llc
|
|
|
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|
|
Parkshore Wealth Management, Inc.
|
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|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
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|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
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|
|
New York Life Investment Management Llc
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Synovus Financial Corp
|
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|
Tiaa Trust, National Association
|
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|
Wakefield Asset Management LLLP
|
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|
Madison Wealth Partners, Inc
|
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|
Recurrent Investment Advisors LLC
|
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|
Horizon Advisory Services, Inc.
|
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|
Texas Permanent School Fund
|
|
|
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|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
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|
|
New England Capital Financial Advisors LLC
|
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|
Investment Management Corp of Ontario
|
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|
Marcum Wealth, LLC
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
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|
|
Perpetual Ltd
|
|
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|
Hsbc Holdings Plc
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
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|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
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|
|
TD Capital Management LLC
|
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|
|
JNBA Financial Advisors
|
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|
Institute for Wealth Management, LLC.
|
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|
Savant Capital, LLC
|
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|
Profunds - Profund Vp Oil & Gas
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Reaves Utility Income Fund
|
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|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
Oak Thistle LLC
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Yaupon Capital Management LP
|
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|
|
Rakuten Investment Management, Inc.
|
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|
Cidel Asset Management Inc
|
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|
Quotient Wealth Partners, LLC
|
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|
Reston Wealth Management Llc
|
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|
Nvwm, Llc
|
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
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|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
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|
|
Tranquility Partners, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
|
Shelton Capital Management
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Gryphon Financial Partners LLC
|
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|
Gateway Investment Advisers Llc
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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|
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|
Abound Wealth Management
|
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|
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|
Alliancebernstein L.p.
|
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|
West Family Investments, Inc.
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
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|
Atlas Capital Advisors Llc
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Founders Capital Management
|
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Bay Harbor Wealth Management, LLC
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Ronald Blue Trust, Inc.
|
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Engineers Gate Manager LP
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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Capital Investment Counsel, Inc
|
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Us Bancorp \de\
|
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Confluence Wealth Services, Inc.
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Pathstone Holdings, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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Cambridge Investment Research Advisors, Inc.
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Hartford Financial Management Inc.
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FSA Wealth Management LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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Csenge Advisory Group
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Arrow Capital Pty Ltd
|
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TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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|
Quantinno Capital Management LP
|
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Compass Financial Services Inc
|
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Quest 10 Wealth Builders, Inc.
|
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Catalyst Funds Management Pty Ltd
|
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IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
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Callan Family Office, LLC
|
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Indie Asset Partners, LLC
|
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Jpmorgan Chase & Co
|
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Glenview Trust Co
|
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Hourglass Capital, Llc
|
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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Sentry Investment Management Llc
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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Southeast Asset Advisors Inc.
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Great Lakes Advisors, Llc
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Pacifica Partners Inc.
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Mackenzie Financial Corp
|
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Kcm Investment Advisors Llc
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Advisory Services Network, LLC
|
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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Covestor Ltd
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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WealthTrust Axiom LLC
|
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White Pine Investment CO
|
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
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Erste Asset Management GmbH
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Simmons Bank
|
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American Capital Advisory, LLC
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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|
Monetary Management Group Inc
|
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First American Bank
|
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Spirit Of America Management Corp/ny
|
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Vicus Capital
|
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|
Westover Capital Advisors, LLC
|
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Wetherby Asset Management Inc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
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|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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|
GHP Investment Advisors, Inc.
|
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|
Independent Advisor Alliance
|
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|
DT Investment Partners, LLC
|
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|
Rosenberg Matthew Hamilton
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Rialto Wealth Management, LLC
|
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|
Lindbrook Capital, Llc
|
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Parkside Financial Bank & Trust
|
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|
Commerce Bank
|
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CarsonAllaria Wealth Management, Ltd.
|
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|
Keybank National Association/oh
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
Total Wealth Planning & Management, Inc.
|
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|
Gabelli Dividend & Income Trust
|
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
|
Nova Wealth Management, Inc.
|
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|
|
Hilltop National Bank
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
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|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
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|
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|
|
Onefund, Llc
|
|
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|
|
|
Maven Securities LTD
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Corigliano Investment Advisers, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Heartland Bank & Trust Co
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Delta Global Management LP
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Moneta Group Investment Advisors Llc
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Checchi Capital Advisers, LLC
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ASB Consultores, LLC
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Capital Advisors Inc/ok
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Spdr S&p 500 Etf Trust
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Mystic Asset Management, Inc.
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Godsey & Gibb Associates
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Werba Rubin Papier Wealth Management
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Banco Bilbao Vizcaya Argentaria, S.a.
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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Mutual Advisors, LLC
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Hartland & Co., LLC
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First National Bank of Mount Dora, Trust Investment Services
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Citizens Financial Group Inc/ri
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Rossmore Private Capital
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Sonora Investment Management Group, LLC
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
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Rhumbline Advisers
|
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Pinnacle Wealth Planning Services, Inc.
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Congress Wealth Management LLC / DE /
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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SRN Advisors, LLC
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Bangor Savings Bank
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Ilex Capital Partners (UK) LLP
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
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Central Pacific Bank - Trust Division
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Kingswood Wealth Advisors, Llc
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Bank & Trust Co
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Diversified Trust Co
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Ameritas Advisory Services, LLC
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Belpointe Asset Management LLC
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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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Brown Advisory Inc
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Summit Financial, LLC
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Private Advisor Group, LLC
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
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Valley National Advisers Inc
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Bank Of Montreal /can/
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Neuberger Berman Group LLC
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Foster & Motley Inc
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
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Fortis Group Advisors, LLC
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Quadcap Wealth Management, LLC
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Sagespring Wealth Partners, Llc
|
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Foundation Resource Management Inc
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Painted Porch Advisors LLC
|
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California State Teachers Retirement System
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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Jones Financial Companies Lllp
|
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Taylor, Cottrill, Erickson & Associates, Inc.
|
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Sound View Wealth Advisors Group, LLC
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Comerica Bank
|
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Bill Few Associates, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Blair William & Co/il
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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|
Green Harvest Asset Management LLC
|
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|
POM Investment Strategies, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
J. W. Coons Advisors, LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
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|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Sei Investments Co
|
|
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|
|
Auxano Advisors, LLC
|
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|
Css Llc/il
|
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|
Colonial Trust Co / SC
|
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|
Ameriflex Group, Inc.
|
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|
|
American Alpha Advisors, LLC
|
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|
|
|
|
Rothschild Investment Llc
|
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|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
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|
|
WFA Asset Management Corp
|
|
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|
|
Convergence Financial, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
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|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
Liberty Wealth Management Llc
|
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Nissay Asset Management Corp /japan/ /adv
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Park Place Capital Corp
|
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|
Aspen Investment Management Inc
|
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Nikko Asset Management Americas, Inc.
|
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Allegheny Financial Group LTD
|
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|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
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|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
Cary Street Partners Financial Llc
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Wood Tarver Financial Group, LLC
|
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|
Bank of New York Mellon Corp
|
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|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
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|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Fidelity D & D Bancorp Inc
|
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|
World Equity Group, Inc.
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
WPG Advisers, LLC
|
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|
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Vinva Investment Management Ltd
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
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|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
Utah Retirement Systems
|
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Castleark Management Llc
|
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Waddell & Associates, Llc
|
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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|
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|
HFM Investment Advisors, LLC
|
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|
GoalVest Advisory LLC
|
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|
Energy Income Partners, LLC
|
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Michels Family Financial, LLC
|
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Tortoise Capital Advisors, L.l.c.
|
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LPL Financial LLC
|
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|
Tsfg, Llc
|
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|
Atria Wealth Solutions, Inc.
|
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Wealth Enhancement Advisory Services, Llc
|
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|
S&t Bank/pa
|
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|
Arthur M. Cohen & Associates, Llc
|
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Leonard Rickey Investment Advisors P.L.L.C.
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Sage Mountain Advisors LLC
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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Gamco Natural Resources, Gold & Income Trust
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
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|
Capital Analysts, Inc.
|
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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|
Great Valley Advisor Group, Inc.
|
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
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|
Principal Street Partners, LLC
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
Oder Investment Management, LLC
|
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PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
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|
Albion Financial Group /ut
|
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|
Williams Jones Wealth Management, LLC.
|
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
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|
Oddo Bhf Asset Management Sas
|
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|
Simon Quick Advisors, Llc
|
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|
Bridgewater Advisors Inc.
|
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|
Guggenheim Capital Llc
|
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|
Bayesian Capital Management, LP
|
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|
Builder Investment Group Inc /adv
|
|
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|
TrueWealth Advisors, LLC
|
|
|
|
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|
Kimelman & Baird, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
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|
Ws Management Lllp
|
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|
|
Intact Investment Management Inc.
|
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|
|
Freestone Capital Holdings, LLC
|
|
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|
1st Source Bank
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
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|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
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|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
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|
|
|
Parallel Advisors, LLC
|
|
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|
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|
Bearing Point Capital, Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Mader & Shannon Wealth Management, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
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|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
|
Barnes Dennig Private Wealth Management LLC
|
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|
TruNorth Capital Management, LLC
|
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|
Leisure Capital Management
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
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|
|
Aspiriant, Llc
|
|
|
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|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Patriot Investment Management Inc.
|
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|
Hudock, Inc.
|
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|
Convergence Investment Partners, LLC
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
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|
ProVise Management Group, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
Old Second National Bank Of Aurora
|
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Athena Investment Management
|
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Voya Investment Management Llc
|
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United Advisor Group, LLC
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
MQS Management LLC
|
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|
Bullseye Investment Management, LLC
|
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O'shaughnessy Asset Management, Llc
|
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Quarry LP
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
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|
DekaBank Deutsche Girozentrale
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Bank of New Hampshire
|
|
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|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
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|
|
Scott Marsh Financial, LLC
|
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|
HBW Advisory Services LLC
|
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|
Paradigm Asset Management Co Llc
|
|
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|
Hm Payson & Co
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
Oppenheimer Asset Management Inc.
|
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|
Verition Fund Management LLC
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Gamco Global Gold, Natural Resources & Income Trust
|
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|
Harbour Investments, Inc.
|
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|
Brevan Howard Capital Management LP
|
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|
Capital Advisors, Ltd. LLC
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Stuart Chaussee & Associates, Inc.
|
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|
Nbc Securities, Inc.
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
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|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
|
Argent Trust Co
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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|
|
|
CNB Bank
|
|
|
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|
|
Heritage Investment Group, Inc.
|
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|
CPA Asset Management LLC
|
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|
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|
|
Capital Wealth Alliance, LLC
|
|
|
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|
Kathmere Capital Management, LLC
|
|
|
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|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
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Postrock Partners Llc
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CVA Family Office, LLC
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Quest Partners LLC
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Cohen & Steers, Inc.
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Profund Advisors Llc
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Green Square Capital Advisors Llc
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Western Wealth Management, LLC
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
Latitude Advisors, LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Sit Investment Associates Inc
|
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|
Ballentine Partners, LLC
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City Holding Co
|
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Professional Advisory Services Inc
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Everpar Advisors Llc
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Invesco Ltd.
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Grantham, Mayo, Van Otterloo & Co. LLC
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Monument Capital Management
|
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Richard W. Paul & Associates, LLC
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DRLL - EA Series Trust - Strive U.S. Energy ETF
|
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Bogart Wealth, LLC
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Tudor Financial Inc.
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Empower Advisory Group, LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
Zions Bancorporation, National Association /ut/
|
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OneAscent Financial Services LLC
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Elo Mutual Pension Insurance Co
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Petrus Trust Company, LTA
|
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Alaethes Wealth LLC
|
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Czech National Bank
|
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NDVR, Inc.
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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Sequoia Financial Advisors, LLC
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Silvant Capital Management LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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First Heartland Consultants, Inc.
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Camarda Financial Advisors, LLC
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MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
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ICONIQ Capital, LLC
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NWF Advisory Services Inc.
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Capital A Wealth Management, LLC
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Florida Financial Advisors, Llc
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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California Public Employees Retirement System
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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Counterpoint Mutual Funds LLC
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Gf Fund Management Co. Ltd.
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Crossmark Global Holdings, Inc.
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JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
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Victory Capital Management Inc
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Cushing Asset Management, Lp
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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Garde Capital, Inc.
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Poehling Capital Management, LLC
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High Note Wealth, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
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|
Miller Howard Investments Inc /ny
|
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Ulland Investment Advisors, LLC
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|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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|
Aquatic Capital Management LLC
|
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Journey Advisory Group, LLC
|
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United Capital Management of KS, Inc.
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Meridian Wealth Advisors, LLC
|
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|
Simplicity Wealth,LLC
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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|
Brown Brothers Harriman & Co
|
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|
Credit Agricole S A
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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|
Patton Fund Management, Inc.
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Capital Wealth Planning, LLC
|
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Ntv Asset Management Llc
|
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|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Gotham Asset Management, LLC
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
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|
Nebula Research & Development LLC
|
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|
|
Cibc World Markets Corp
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
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|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
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|
|
|
|
BRYN MAWR TRUST Co
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
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|
ORG Wealth Partners, LLC
|
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|
|
Ransom Advisory, Ltd
|
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|
Conning Inc.
|
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|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
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Sava Infond d.o.o.
|
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|
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|
Whittier Trust Co Of Nevada Inc
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
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|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
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|
JT Stratford LLC
|
|
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|
|
|
Peregrine Asset Advisers, Inc.
|
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|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
Adell Harriman & Carpenter Inc
|
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|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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|
Huntleigh Advisors, Inc.
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Maryland State Retirement & Pension System
|
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Centennial Bank/AR/
|
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Plato Investment Management Ltd
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Pittenger & Anderson Inc
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Fiduciary Group LLC
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Mv Capital Management, Inc.
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Cozad Asset Management Inc
|
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One Capital Management, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
|
|
River Wealth Advisors LLC
|
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Full Sail Capital, LLC
|
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Creative Planning
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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|
Channel Wealth Llc
|
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|
Integrated Advisors Network LLC
|
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Cornerstone Total Return Fund Inc
|
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Sage Private Wealth Group, Llc
|
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Nuveen S&p 500 Buywrite Income Fund
|
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|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
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|
Concurrent Investment Advisors, LLC
|
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|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
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Cresset Asset Management, LLC
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Red Cedar Investment Management, Llc
|
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Horizon Kinetics Asset Management Llc
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Manchester Capital Management LLC
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Fiduciary Family Office, Llc
|
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Assenagon Asset Management S.A.
|
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Prudential Financial Inc
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Silvercrest Asset Management Group Llc
|
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One Wealth Advisors, LLC
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Millennium Management Llc
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
|
Teacher Retirement System Of Texas
|
|
|
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|
|
Tri-continental Corp
|
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North Point Portfolio Managers Corp/oh
|
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Halbert Hargrove Global Advisors, Llc
|
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|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
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|
Smith Group Asset Management, LLC
|
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|
RMR Wealth Builders
|
|
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|
Summit Street Capital Management, LLC
|
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|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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|
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|
Cornerstone Advisors, LLC
|
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|
|
|
|
Financial Partners Group, LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
|
|
Angeles Wealth Management, Llc
|
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|
Encompass Wealth Advisors, Llc
|
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Resona Asset Management Co.,Ltd.
|
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Manning & Napier Advisors Llc
|
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Aventail Capital Group, LP
|
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Trust Co Of Vermont
|
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BancorpSouth Bank
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
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|
Smith Anglin Financial, LLC
|
|
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|
|
|
Sandy Spring Bank
|
|
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|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
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|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
CENTRAL TRUST Co
|
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Moody National Bank Trust Division
|
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|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
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|
Kathleen S. Wright Associates Inc.
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Dogwood Wealth Management LLC
|
|
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|
Kestra Private Wealth Services, Llc
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Resources Investment Advisors, LLC.
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AustralianSuper Pty Ltd
|
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Woodline Partners LP
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Hummer Financial Advisory Services Inc
|
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|
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
McCarthy Grittinger Financial Group, LLC
|
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|
Parsons Capital Management Inc/ri
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|
Parkworth Wealth Management, Inc.
|
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|
Raiffeisen Bank International AG
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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|
Roundview Capital LLC
|
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|
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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Pure Financial Advisors, Inc.
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
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Graypoint LLC
|
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|
Bessemer Group Inc
|
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|
Armstrong Advisory Group, Inc
|
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Lowe Wealth Advisors, LLC
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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|
Mizuho Securities Usa Llc
|
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Trustmark National Bank Trust Department
|
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|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
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Pinnacle Bancorp, Inc.
|
|
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Vista Investment Partners Llc
|
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Mowery & Schoenfeld Wealth Management, LLC
|
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
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|
Vident Advisory, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
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|
Cetera Trust Company, N.A
|
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|
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|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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|
Vanguard Capital Wealth Advisors
|
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|
State Board Of Administration Of Florida Retirement System
|
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Ramirez Asset Management, Inc.
|
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Walleye Trading LLC
|
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Public Sector Pension Investment Board
|
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Jackson Creek Investment Advisors LLC
|
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Natixis
|
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Johnson Financial Group, Inc.
|
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Putnam Fl Investment Management Co
|
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Tompkins Financial Corp
|
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D.a. Davidson & Co.
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Saxony Capital Management, LLC
|
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|
Wills Financial Group LLC
|
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|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
Vanguard Group Inc
|
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Kavar Capital Partners Group, Llc
|
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Banque Cantonale Vaudoise
|
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|
Canada Pension Plan Investment Board
|
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Capital Asset Advisory Services LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
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|
|
Montag A & Associates Inc
|
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|
Bellwether Advisors, LLC
|
|
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|
Wealthspire Advisors, LLC
|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
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SRS Capital Advisors, Inc.
|
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|
Swiss National Bank
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
Dunhill Financial, LLC
|
|
|
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|
Quantitative Investment Management, LLC
|
|
|
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|
Capital Fund Management S.a.
|
|
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|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
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|
Fidelis Capital Partners, LLC
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
|
|
Xponance, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
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|
|
Tower Bridge Advisors
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
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|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Highland Global Allocation Fund
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Carson Advisory Inc.
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Relyea Zuckerberg Hanson LLC
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Oppenheimer & Co Inc
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Oliver Lagore Vanvalin Investment Group
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Dimensional Fund Advisors Lp
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Circle Wealth Management, LLC
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Distillate Capital Partners LLC
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Louisiana State Employees Retirement System
|
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Farther Finance Advisors, LLC
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SS&H Financial Advisors, Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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First Wilshire Securities Management Inc
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HB Wealth Management, LLC
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Cinctive Capital Management LP
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Two Sigma Investments, Lp
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Aspetuck Financial Management LLC
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
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EverSource Wealth Advisors, LLC
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Sendero Wealth Management, LLC
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Hamilton Capital, LLC
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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U.S. Capital Wealth Advisors, LLC
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Venture Visionary Partners LLC
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Sunpointe, LLC
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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NEOS Investment Management LLC
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Mercer Global Advisors Inc /adv
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Alta Advisers Ltd
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Country Club Bank /gfn
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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Keel Point, LLC
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Allworth Financial LP
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Edgestream Partners, L.P.
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C M Bidwell & Associates Ltd
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
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VestGen Advisors, LLC
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Northwestern Mutual Wealth Management Co
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FSC Wealth Advisors, LLC
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Modern Wealth Management, LLC
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City State Bank
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Investors Research Corp
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Marathon Capital Management
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PayPay Securities Corp
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Sculati Wealth Management, LLC
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Destination Wealth Management
|
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Clark Financial Services Group Inc /bd
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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Nwam Llc
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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Occidental Asset Management, LLC
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SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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MAI Capital Management
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Systematic Alpha Investments, LLC
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Neville Rodie & Shaw Inc
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Barr E S & Co
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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VSM Wealth Advisory, LLC
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SILVER OAK SECURITIES, Inc
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Burney Co/
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Commonwealth Equity Services, Llc
|
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Fulton Bank, N.a.
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Aaron Wealth Advisors LLC
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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Holistic Planning, LLC
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
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PFS Partners, LLC
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Ubs Asset Management Americas Inc
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
CHICAGO TRUST Co NA
|
|
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|
State Of Wisconsin Investment Board
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Ensign Peak Advisors, Inc
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
City National Bank Of Florida /msd
|
|
|
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
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|
PFG Advisors
|
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|
Park Square Financial Group, LLC
|
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|
Wells Trecaso Financial Group, LLC
|
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|
Burns J W & Co Inc/ny
|
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|
Schear Investment Advisers, LLC
|
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|
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|
|
Calamos Advisors LLC
|
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|
|
|
|
Quent Capital, LLC
|
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|
Susquehanna International Group, Llp
|
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|
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|
First Merchants Corp
|
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|
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|
ARS Investment Partners, LLC
|
|
|
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|
|
Smith, Moore & Co.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
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COMMERCE FUNDS - The MidCap Value Fund Shares
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Emerald Investment Partners, Llc
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
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Motco
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Regal Investment Advisors LLC
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Transamerica Financial Advisors, Inc.
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
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Private Wealth Management Group, LLC
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Yousif Capital Management, Llc
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Sienna Gestion
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Fourth Dimension Wealth, LLC
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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Lcnb Corp
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Pnc Financial Services Group, Inc.
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Cranbrook Wealth Management, LLC
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Wealth Preservation Advisors, LLC
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Apeiron RIA LLC
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Brown, Lisle/cummings, Inc.
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Cetera Investment Advisers
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Wealth Architects, LLC
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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STRV - EA Series Trust - Strive 500 ETF
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Exchange Traded Concepts, Llc
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Kempen Capital Management N.v.
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
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North Star Investment Management Corp.
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Buckingham Strategic Partners
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First National Bank Sioux Falls
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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Turn8 Private Wealth Inc.
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Arlington Trust Co LLC
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
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Infrastructure Capital Advisors, Llc
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Equitable Trust Co
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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Quaker Wealth Management, LLC
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Jefferies Financial Group Inc.
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Journey Strategic Wealth Llc
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CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
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Rainier Family Wealth Inc
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Leavell Investment Management, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Mariner, LLC
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Tortoise Investment Management, LLC
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Amplify ETF Trust - Amplify Cash Flow High Income ETF
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
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Ameritas Investment Partners, Inc.
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Trust Co Of Virginia /va
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Pensionmark Financial Group, Llc
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Chicago Capital, LLC
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Next Level Private LLC
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Profunds - Profund Vp Large-cap Value
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CI Private Wealth, LLC
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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Toronto Dominion Bank
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Two Sigma Advisers, Lp
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Proficio Capital Partners LLC
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TCI Wealth Advisors, Inc.
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IVC Wealth Advisors LLC
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Fisher Asset Management, LLC
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PMV Capital Advisers, LLC
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Resonant Capital Advisors, LLC
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HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
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Nomura Holdings Inc
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Cyndeo Wealth Partners, LLC
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Sitrin Capital Management LLC
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Syon Capital Llc
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NewEdge Wealth, LLC
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Vermillion & White Wealth Management Group, LLC
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Portside Wealth Group, LLC
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Western Pacific Wealth Management, LP
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Ogorek Anthony Joseph /ny/ /adv
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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Public Employees Retirement System Of Ohio
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SPC Financial, Inc.
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GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
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La Banque Postale Asset Management SA
|
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Fielder Capital Group LLC
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
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|
TBH Global Asset Management, LLC
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Oxbow Advisors, LLC
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Retirement Systems of Alabama
|
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|
Amalgamated Bank
|
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Spire Wealth Management
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
UBS Group AG
|
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|
Ccm Investment Advisers Llc
|
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|
Mizuho Securities Usa Llc
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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|
|
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|
Heck Capital Advisors, LLC
|
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|
Stephens Consulting, LLC
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
OMERS ADMINISTRATION Corp
|
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|
Leelyn Smith, LLC
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
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|
swisspartners Advisors Ltd
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
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|
Community Bank, N.A.
|
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|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
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|
KKM Financial LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
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|
Los Angeles Capital Management Llc
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
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|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
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|
Geneos Wealth Management Inc.
|
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DSG Capital Advisors, LLC
|
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|
