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Operose Advisors LLC
|
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Clal Insurance Enterprises Holdings Ltd
|
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Sawyer & Company, Inc
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
Bank Of Nova Scotia
|
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|
Hopwood Financial Services, Inc.
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Diamond Hill Capital Management Inc
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Olistico Wealth, LLC
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New Age Alpha Advisors, LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Rehmann Capital Advisory Group
|
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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Gs Investments, Inc.
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VeraBank, N.A.
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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Seacrest Wealth Management, Llc
|
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American Trust Investment Advisors, LLC
|
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
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|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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Voleon Capital Management Lp
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
ProVise Management Group, LLC
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
CTC Alternative Strategies, Ltd.
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Veracity Capital LLC
|
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Atticus Wealth Management, Llc
|
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Kestra Private Wealth Services, Llc
|
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Peterson Wealth Services
|
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Heritage Investors Management Corp
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Point72 (DIFC) Ltd
|
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Retirement Wealth Solutions LLC
|
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Atlantic Union Bankshares Corp
|
|
|
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|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
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|
Accretive Wealth Partners, LLC
|
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Financial Advocates Investment Management
|
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SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Cresset Asset Management, LLC
|
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Magnolia Capital Advisors Llc
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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Nikko Asset Management Americas, Inc.
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Hoertkorn Richard Charles
|
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Manning & Napier Advisors Llc
|
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AE Wealth Management LLC
|
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Exchange Traded Concepts, Llc
|
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Mv Capital Management, Inc.
|
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FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
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Financial Partners Group, Inc
|
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Blackrock Energy & Resources Trust
|
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Nicholas Company, Inc.
|
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Castleview Partners, Llc
|
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Dorsey & Whitney Trust CO LLC
|
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Meeder Advisory Services, Inc.
|
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Everpar Advisors Llc
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
Jamison Private Wealth Management, Inc.
|
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Cito Capital Group, LLC
|
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|
EP Wealth Advisors, Inc.
|
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|
TruNorth Capital Management, LLC
|
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|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
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|
Wakefield Asset Management LLLP
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
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|
Truvestments Capital Llc
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
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|
Advantage Trust Co
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
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|
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|
Rakuten Securities, Inc.
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
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|
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|
|
PFG Advisors
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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Profunds - Profund Vp Large-cap Value
|
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First National Bank of Hutchinson
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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Wetzel Investment Advisors, Inc.
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ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
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Signet Investment Advisory Group, Inc.
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Willis Johnson & Associates, Inc.
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HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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Groupama Asset Managment
|
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Bangor Savings Bank
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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Allianz Se
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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Rockefeller Capital Management L.P.
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Monterey Private Wealth, Inc.
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Archer Investment Corp
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Treasurer of the State of North Carolina
|
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EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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St. Nicholas Private Asset Management, Inc
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Wiley Bros.-aintree Capital, Llc
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American Capital Advisory, LLC
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Huntington National Bank
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Keybank National Association/oh
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Harbour Investment Management Llc
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Sava Infond d.o.o.
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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Tevis Investment Management
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Brandywine Global Investment Management, LLC
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Alta Advisers Ltd
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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Invenomic Capital Management LP
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Harbor Capital Advisors, Inc.
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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First Financial Corp /in/
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Lbmc Investment Advisors, Llc
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Principia Wealth Advisory, LLC
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Estabrook Capital Management
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Meridian Wealth Management, LLC
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J. L. Bainbridge & Co., Inc.
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Prospera Financial Services Inc
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Ritholtz Wealth Management
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Future Financial Wealth Managment LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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Clarity Asset Management, Inc.
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Garrett Wealth Advisory Group, LLC
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Guinness Asset Management LTD
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Highline Wealth Partners Llc
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Lifestyle Asset Management, Inc.
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Raiffeisen Bank International AG
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Tocqueville Asset Management L.p.
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Barnett & Company, Inc.
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Concurrent Investment Advisors, LLC
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Cordatus Wealth Management LLC
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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First Manhattan Co
|
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IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Truist Financial Corp
|
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Mcintyre Freedman & Flynn Investment Advisers Inc
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Heritage Trust Co
|
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Cyndeo Wealth Partners, LLC
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Revisor Wealth Management LLC
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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APCM Wealth Management for Individuals
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Prairie Sky Financial Group LLC
|
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Strategic Wealth Partners, Ltd.
|
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Triangle Securities Wealth Management
|
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INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
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Morgan Stanley
|
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BancorpSouth Bank
|
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Franklin, Parlapiano, Turner & Welch, LLC
|
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La Banque Postale Asset Management SA
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Uniting Wealth Partners, LLC
|
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Klein Pavlis & Peasley Financial, Inc.
|
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Federated Hermes, Inc.
|
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Union Heritage Capital, LLC
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Crewe Advisors LLC
|
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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Stableford Capital Ii Llc
|
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Orleans Capital Management Corp/la
|
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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|
Oak Harbor Wealth Partners, Llc
|
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Keystone Financial Services
|
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|
Shulman DeMeo Asset Management LLC
|
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Parr Mcknight Wealth Management Group, Llc
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
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|
|
Verdence Capital Advisors LLC
|
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|
Forza Wealth Management, LLC
|
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|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
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|
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|
Abbot Financial Management, Inc.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
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|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
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|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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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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|
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|
Titleist Asset Management, Llc
|
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|
|
|
|
One Day In July LLC
|
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|
Magnetar Financial LLC
|
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|
Klp Kapitalforvaltning As
|
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Meeder Asset Management Inc
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
Van Strum & Towne Inc.
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Provident Investment Management, Inc.
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Hennion & Walsh Asset Management, Inc.
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Banque Cantonale Vaudoise
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Tokio Marine Asset Management Co Ltd
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
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Romano Brothers And Company
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Kathleen S. Wright Associates Inc.
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Pinnacle Financial Partners Inc
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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National Pension Service
|
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Qtron Investments LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Value Holdings Management Co. Llc
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
Generali Investments, Management Co LLC
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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|
Atria Wealth Solutions, Inc.
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|
CFS Investment Advisory Services, LLC
|
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Corton Capital Inc.
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Tanglewood Legacy Advisors, LLC
|
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Gradient Investments LLC
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Ronald Blue Trust, Inc.
|
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Argonautica Private Wealth Management, Inc
|
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Kozak & Associates, Inc.
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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Dagco, Inc.
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Ontario Teachers Pension Plan Board
|
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Capital Insight Partners, Llc
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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Securian Asset Management, Inc
|
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Nvwm, Llc
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
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|
Regent Peak Wealth Advisors LLC
|
|
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|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
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|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Cullen Capital Management, LLC
|
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|
Hartland & Co., LLC
|
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HAP Trading, LLC
|
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BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
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|
|
Fractal Investments LLC
|
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|
Missouri Trust & Investment Co
|
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|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
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|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
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|
|
Penserra Capital Management LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
|
Prudential Financial Inc
|
|
|
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|
Fulton Bank, N.a.
|
|
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
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|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
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|
Foundation Resource Management Inc
|
|
|
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|
|
Beverly Hills Private Wealth, LLC
|
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|
Fogel Capital Management, Inc.
|
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|
GKV Capital Management Co., Inc.
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
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|
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|
|
Per Stirling Capital Management, LLC.
|
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|
Shell Asset Management Co
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
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|
Zacks Investment Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
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|
|
Saturna Capital CORP
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
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|
Westover Capital Advisors, LLC
|
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|
IFC Advisors LLC
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
German American Bancorp, Inc.
|
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|
Safeguard Financial, LLC
|
|
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|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
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|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Amundi
|
|
|
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|
Logan Capital Management Inc
|
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|
Capital Research Global Investors
|
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|
PFS Partners, LLC
|
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|
Jefferies Financial Group Inc.
|
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PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
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|
Fifth Third Bancorp
|
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|
Smead Capital Management, Inc.
|
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|
Gabelli Global Utility & Income Trust
|
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|
AlphaStar Capital Management, LLC
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
Colonial Trust Advisors
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
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|
iA Global Asset Management Inc.
|
|
|
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|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
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|
Cwm, Llc
|
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|
Vista Investment Partners Llc
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
Hodges Capital Management Inc.
|
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|
Wellington Shields & Co., LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
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|
Cowa, Llc
|
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|
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|
SpringVest Wealth Management LLC
|
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|
Breakwater Capital Group
|
|
|
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|
Biltmore Family Office, LLC
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
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|
RMB Capital Management, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
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|
|
|
|
Arcataur Capital Management LLC
|
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|
|
Quent Capital, LLC
|
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|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
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|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
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|
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|
Noble Wealth Management PBC
|
|
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|
|
Kennedy Investment Group
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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Wealthspan Partners, Llc
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VisionPoint Advisory Group, LLC
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Keebeck Alpha, LP
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Addison Advisors LLC
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Csenge Advisory Group
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Change Path, LLC
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Creative Capital Management Investments LLC
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Midwest Financial Group LLC
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Fielder Capital Group LLC
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CarsonAllaria Wealth Management, Ltd.
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Peoples Bank /oh
|
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Moody National Bank Trust Division
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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Tiaa Trust, National Association
|
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Stegent Equity Advisors, Inc.
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Headinvest, Llc
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First National Bank Of Omaha
|
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Trillium Asset Management, Llc
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Bragg Financial Advisors, Inc
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Silicon Valley Capital Partners
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Robinson Value Management, Ltd.
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Nbc Securities, Inc.
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Kearns & Associates LLC
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Benjamin Edwards Inc
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SRS Capital Advisors, Inc.
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Bank OZK
|
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Yacktman Asset Management Lp
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CIBC Private Wealth Group, LLC
|
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Hickory Asset Management, Inc.
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Insight Wealth Partners, LLC
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Folger Nolan Fleming Douglas Capital Management, Inc
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Texas Yale Capital Corp.
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FT Vest Total Return Income Fund: Series A2
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Financial Gravity Companies, Inc.
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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CoreFirst Bank & Trust
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
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Wambolt & Associates, LLC
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
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Sentry LLC
|
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Principal Securities, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Sigma Planning Corp
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Salem Investment Counselors Inc
|
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Jacobs & Co/ca
|
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J.w. Cole Advisors, Inc.
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
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Dunhill Financial, LLC
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Lmcg Investments, Llc
|
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IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
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Choate Investment Advisors
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
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|
Franklin Resources Inc
|
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|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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Pacer Advisors, Inc.
|
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BOK Financial Private Wealth, Inc.
|
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AlphaCore Capital LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Bank of New Hampshire
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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|
Daiwa Securities Group Inc.
|
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Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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|
Perkins Coie Trust Co
|
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Range Financial Group LLC
|
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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|
Independence Bank of Kentucky
|
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|
Guinness Atkinson Asset Management Inc
|
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|
Trilogy Capital Inc.
|
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|
Maryland State Retirement & Pension System
|
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|
Fsb Premier Wealth Management, Inc.
|
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Roanoke Asset Management Corp/ Ny
|
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|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
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|
Berkeley Capital Partners, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Aspire Private Capital, LLC
|
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|
Creative Financial Designs Inc /adv
|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
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|
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|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Stamos Capital Partners, L.p.
|
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|
HITE Hedge Asset Management LLC
|
|
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
|
|
Strategic Blueprint, LLC
|
|
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
|
|
Signature Estate & Investment Advisors Llc
|
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|
|
|
VGI Partners Ltd
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
|
Baker Avenue Asset Management, LP
|
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|
SWAN Capital LLC
|
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|
Shepherd Financial Partners LLC
|
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|
Lyell Wealth Management, Lp
|
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|
Stonebridge Capital Advisors LLC
|
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|
Icon Wealth Advisors, LLC
|
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|
Nisa Investment Advisors, Llc
|
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|
Campion Asset Management LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
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|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
|
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|
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
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|
Fort Sheridan Advisors Llc
|
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|
Renaissance Technologies Llc
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
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|
|
Canal Insurance CO
|
|
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|
NorthCrest Asset Manangement, LLC
|
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
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|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
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|
Centricity Wealth Management, LLC
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
SPC Financial, Inc.
|
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SBI Securities Co., Ltd.
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LPL Financial LLC
|
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Canada Post Corp Registered Pension Plan
|
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Excalibur Management Corp
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Tyche Wealth Partners LLC
|
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Simplex Trading, Llc
|
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Gamco Global Gold, Natural Resources & Income Trust
|
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Newbridge Financial Services Group, Inc.
|
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Man Group plc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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|
Activest Wealth Management
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Lido Advisors, LLC
|
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|
Procyon Private Wealth Partners, LLC
|
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|
Global Retirement Partners, LLC
|
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|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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|
Delaware Ladera Management Company, Inc.
|
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
Howland Capital Management Llc
|
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Northeast Investment Management
|
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Cedar Mountain Advisors, LLC
|
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GeoSphere Capital Management
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
Roble, Belko & Company, Inc
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
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|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
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|
|
Czech National Bank
|
|
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|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
Oxford Asset Management Llp
|
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|
Paces Ferry Wealth Advisors, Llc
|
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|
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|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
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|
|
FIL Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Bollard Group LLC
|
|
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Reliant Investment Management, LLC
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|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Ar Asset Management Inc
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
American Century Companies Inc
|
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|
Kimelman & Baird, LLC
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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Axa S.a.
|
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SS&H Financial Advisors, Inc.
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Moneta Group Investment Advisors Llc
|
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|
Tcw Group Inc
|
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|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
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|
Wealth Alliance
|
|
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
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|
Cross Staff Investments Inc
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Cypress Capital, LLC
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Aprio Wealth Management, LLC
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RMG Wealth Management LLC
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Knollwood Investment Advisory, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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Unified Investment Management
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Parcion Private Wealth LLC
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Sovran Advisors, LLC
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Twin Peaks Wealth Advisors, LLC
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Peoples Financial Services Corp.
|
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Altfest L J & Co Inc
|
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PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Spire Wealth Management
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Hirtle Callaghan & Co LLC
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Profunds - Profund Vp Ultrabull
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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Tanager Wealth Management LLP
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LVZ Advisors, Inc.
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Check Capital Management Inc/ca
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Deutsche Bank Ag\
|
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Stockman Wealth Management, Inc.
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Cheviot Value Management, LLC
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Eaton Vance Risk-managed Diversified Equity Income Fund
|
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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Bull Street Advisors, LLC
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Mechanics Financial Corp
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REAP Financial Group, LLC
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Commerzbank Aktiengesellschaft /fi
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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DSG Capital Advisors, LLC
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Marietta Investment Partners Llc
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Cary Street Partner Investment Advisory Llc
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FORA Capital, LLC
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Hrt Financial Lp
|
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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Alpine Bank Wealth Management
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Royal London Asset Management Ltd
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Alliancebernstein L.p.
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Balentine LLC
|
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CHICAGO TRUST Co NA
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Credential Qtrade Securities Inc.
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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Mpwm Advisory Solutions, Llc
|
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Merit Financial Group, LLC
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Nuveen S&p 500 Buywrite Income Fund
|
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|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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Ipswich Investment Management Co., Inc.
|
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Maven Securities LTD
|
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LCM Capital Management Inc
|
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Perbak Capital Partners LLP
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Meridian Wealth Advisors, LLC
|
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|
YHB Investment Advisors, Inc.
|
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Navigoe, LLC
|
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DCM Advisors, LLC
|
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|
Westbourne Investment Advisors, Inc.
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
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|
Laurion Capital Management LP
|
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Violich Capital Management, Inc.
|
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CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
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GAMMA Investing LLC
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Longfellow Investment Management Co Llc
|
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|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
Semmax Financial Advisors Inc.
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
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|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
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|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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|
|
|
|
Maryland Capital Advisors Inc.
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|
|
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|
Applied Finance Capital Management, LLC
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|
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|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
We Are One Seven, LLC
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|
|
|
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|
Aptus Capital Advisors, LLC
|
|
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
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|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
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|
Schechter Investment Advisors, LLC
|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
Raleigh Capital Management Inc.
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Systematic Alpha Investments, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Sonora Investment Management Group, LLC
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Siemens Fonds Invest GmbH
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Mountain Hill Investment Partners Corp.
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New York State Common Retirement Fund
|
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Colony Group, LLC
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Arrowstreet Capital, Limited Partnership
|
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Manchester Capital Management LLC
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Wendell David Associates Inc
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|
|
|
|
Vision Financial Markets Llc
|
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Visionary Wealth Advisors
|
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Financial Network Wealth Management LLC
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
|
|
|
Naviter Wealth, LLC
|
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Bridgewater Advisors Inc.
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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|
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|
Dakota Community Bank & Trust NA
|
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|
|
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|
Advisors Capital Management, LLC
|
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|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
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|
|
Fairway Wealth LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
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|
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
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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
|
|
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|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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|
ARGA Investment Management, LP
|
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IFM Investors Pty Ltd
|
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Kilter Group LLC
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Creative Planning
|
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Bright Futures Wealth Management, LLC.
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Teza Capital Management LLC
|
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Erste Asset Management GmbH
|
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Massachusetts Financial Services Co /ma/
|
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RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
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Brookstone Capital Management
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
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IXC - iSHARES TRUST - iShares Global Energy ETF
|
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Catalina Capital Group, LLC
|
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JT Stratford LLC
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
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|
Baugh & Associates, LLC
|
|
|
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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|
Beaton Management Co. Inc.
|
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State Of Wisconsin Investment Board
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
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Illinois Municipal Retirement Fund
|
|
|
|
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
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Fulcrum Capital LLC
|
|
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|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
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|
Kelly Financial Services LLC
|
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Burney Co/
|
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Chilton Capital Management Llc
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Mosaic Financial Group, Llc
|
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
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Norden Group Llc
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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EPG Wealth Management LLC
|
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Advisor Group Holdings, Inc.
|
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|
Palisade Asset Management, LLC
|
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|
|
Vident Advisory, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
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|
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|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Harbour Investments, Inc.
|
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|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Milestones Private Investment Advisors LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
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NewSquare Capital LLC
|
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Barrow Hanley Mewhinney & Strauss Llc
|
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|
Wealth Management Associates, Inc.
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
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|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
Xponance, Inc.
|
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O'shaughnessy Asset Management, Llc
|
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SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
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|
Clarus Group, Inc.
|
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|
CAPROCK Group, Inc.
|
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Bank of Jackson Hole Trust
|
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Wealth Advisory Solutions, LLC
|
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|
Valeo Financial Advisors, LLC
|
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|
Opal Wealth Advisors, LLC
|
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|
HBK Sorce Advisory LLC
|
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|
Nova Wealth Management, Inc.
|
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|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Triton Wealth Management, PLLC
|
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|
BIP Wealth, LLC
|
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PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
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|
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|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
Ascent Group, LLC
|
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|
Van Hulzen Asset Management, LLC
|
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
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|
Hengehold Capital Management Llc
|
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|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
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|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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Wellington Management Group Llp
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Lionsbridge Wealth Management LLC
|
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|
Murphy Pohlad Asset Management LLC
|
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Graypoint LLC
|
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VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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|
Advisory Resource Group
|
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
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|
Wells Fargo & Company/mn
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
CIBC Asset Management Inc
|
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Mutual Of America Capital Management Llc
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
Wilkins Investment Counsel Inc
|
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|
Clear Street Markets Llc
|
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Evelyn Partners Asset Management Ltd
|
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Permanent Capital Management, LP
|
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CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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|
Verition Fund Management LLC
|
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|
Bernard Wealth Management Corp.
|
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Graney & King, LLC
|
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|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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|
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|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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|
Catalytic Wealth RIA, LLC
|
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|
General Partner, Inc.
|
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|
Pittenger & Anderson Inc
|
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|
Ethos Financial Group, LLC
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Mizuho Securities Usa Llc
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Journey Strategic Wealth Llc
|
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|
Means Investment Co., Inc.
|
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|
King Luther Capital Management Corp
|
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E Fund Management Co., Ltd.
|
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Tompkins Financial Corp
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
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|
Principal Financial Group Inc
|
|
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|
Ulland Investment Advisors, LLC
|
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|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
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|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
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|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
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|
|
BLB&B Advisors, LLC
|
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|
Eqis Capital Management, Inc.
|
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|
Traub Capital Management LLC
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
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|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Spears Abacus Advisors LLC
|
|
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|
First National Advisers, LLC
|
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|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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|
|
|
|
Citigroup Inc
|
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|
|
SJS Investment Consulting Inc.
|
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Woodward Diversified Capital, Llc
|
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|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
MidWestOne Financial Group, Inc.
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares
|
|
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|
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|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
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|
One Wealth Advisors, LLC
|
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|
Miller Wealth Advisors, Llc
|
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|
Latitude Advisors, LLC
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Financial Management Network Inc
|
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|
Hilltop Holdings Inc.
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Patton Fund Management, Inc.
|
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|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
DAVENPORT & Co LLC
|
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|
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|
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
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|
Bridges Investment Management Inc
|
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|
Azzad Asset Management Inc /adv
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|
Athena Investment Management
|
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|
GWM Advisors LLC
|
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Advisory Alpha, LLC
|
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Sherbrooke Park Advisers Llc
|
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Tsfg, Llc
|
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DecisionPoint Financial, LLC
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
Meriwether Wealth & Planning, LLC
|
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|
Raymond James Financial Inc
|
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|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Riggs Asset Managment Co. Inc.
|
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Flagship Wealth Advisors, Llc
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Alliance Wealth Advisors, LLC /UT
|
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|
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|
Hgk Asset Management Inc
|
|
|
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|
Capital Investment Advisory Services, LLC
|
|
|
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|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
|
PDS Planning, Inc
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
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|
High Note Wealth, LLC
|
|
|
|
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
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|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
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|
|
|
McGowan Group Asset Management, Inc.
|
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|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Core Alternative Capital
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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North Capital, Inc.
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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JNBA Financial Advisors
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Knights of Columbus Asset Advisors LLC
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South Dakota Investment Council
|
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Nilsine Partners, LLC
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Cetera Trust Company, N.A
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Evelyn Partners Investment Management LLP
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Fidelity D & D Bancorp Inc
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Banco Santander, S.A.
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Lowe Wealth Advisors, LLC
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Delta Financial Advisors Llc
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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Caitong International Asset Management Co., Ltd
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Stiles Financial Services Inc
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Harvest Portfolios Group Inc.
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Lowe Brockenbrough & Co Inc
|
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Townsend Asset Management Corp /nc/ /adv
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Financial Perspectives, Inc
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
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Interval Partners, LP
|
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Sawgrass Asset Management Llc
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Cornerstone Strategic Value Fund Inc
|
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Brevan Howard Capital Management LP
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Pinnacle Associates Ltd
|
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Vaughan David Investments Inc/il
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LRI Investments, LLC
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Laurel Wealth Advisors LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Phoenix Holdings Ltd.
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Spirit Of America Management Corp/ny
|
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Kornitzer Capital Management Inc /ks
|
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Capital Analysts, Inc.
|
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Df Dent & Co Inc
|
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RPG Investment Advisory, LLC
|
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CFC Planning Co LLC
|
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Greenfield Savings Bank
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Allen Investment Management LLC
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Quest Partners LLC
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Peirce Capital Management, LLC
|
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Kennebec Savings Bank
|
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Paragon Private Wealth Management, LLC
|
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
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Mayfair Advisory Group, LLC
|
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Conning Inc.
|
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Delta Asset Management Llc/tn
|
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Capital Advantage, Inc.
|
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Brown Brothers Harriman & Co
|
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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Duncker Streett & Co Inc
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Cetera Investment Advisers
|
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Connecticut Wealth Management, LLC
|
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Callahan Advisors, LLC
|
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Holistic Planning, LLC
|
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Saxon Interests, Inc.
|
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CFO4Life Group, LLC
|
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Y.D. More Investments Ltd
|
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Impact Capital Partners LLC
|
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Park Square Financial Group, LLC
|
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|
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF
|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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City Center Advisors, LLC
|
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R.m.sincerbeaux Capital Management Llc
|
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Northeast Financial Consultants Inc
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
HBW Advisory Services LLC
|
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|
LGT Fund Management Co Ltd.
|
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Nomura Holdings Inc
|
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|
Stoneridge Investment Partners Llc
|
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TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Occidental Asset Management, LLC
|
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|
Clearbridge Investments, LLC
|
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|
Hoese & Co LLP
|
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Albion Financial Group /ut
|
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|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
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|
AA Financial Advisors, LLC
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
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|
|
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
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|
Evergreen Capital Management Llc
|
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|
Milestones Administradora de Recursos Ltda.
|
|
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|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
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|
Essex Savings Bank
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
North Forty Two & Co.
|
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|
|
Your Advocates Ltd., LLP
|
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|
Washington Capital Management Inc
|
|
|
|
|
|
GOFIX - GMO TRUST - GMO Resources Fund Class III
|
|
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|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
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|
Plato Investment Management Ltd
|
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|
|
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|
Angeles Wealth Management, Llc
|
|
|
|
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|
Stuart Chaussee & Associates, Inc.
|
|
|
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|
Gryphon Financial Partners LLC
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Sachetta, LLC
|
|
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|
|
|
LGT Group Foundation
|
|
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|
|
MRP Capital Investments, LLC
|
|
|
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|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
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|
Simon Quick Advisors, Llc
|
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
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|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
|
|
|
Lindbrook Capital, Llc
|
|
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|
|
|
SevenBridge Financial Group, LLC
|
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|
State of Tennessee, Treasury Department
|
|
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|
Searle & Co.
|
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|
Stephenson National Bank & Trust
|
|
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|
|
Perkins Capital Management Inc
|
|
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|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
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|
Strategic Financial Services, Inc,
|
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|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Icon Advisers Inc/co
|
|
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|
Coston, McIsaac & Partners
|
|
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|
CBOE Vest Financial, LLC
|
|
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|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
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|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
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|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Impala Asset Management LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
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MONECO Advisors, LLC
|
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TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
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|
Hamel Associates, Inc.
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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Garda Capital Partners Lp
|
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Barings Llc
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Sentry Investment Management Llc
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SCS Capital Management LLC
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|
State Board Of Administration Of Florida Retirement System
|
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Ironwood Wealth Management, Inc.
|
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Evanson Asset Management, LLC
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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Staley Capital Advisers Inc
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1832 Asset Management L.P.
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InvesTrust
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Jane Street Group, Llc
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SlateStone Wealth, LLC
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Ameritas Advisory Services, LLC
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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Qsemble Capital Management, LP
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
UNIVEST FINANCIAL Corp
|
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Lazard Asset Management Llc
|
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Lodestone Wealth Management LLC
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
Cadent Capital Advisors, LLC
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Boit C F David
|
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Dark Forest Capital Management Lp
|
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Gotham Asset Management, LLC
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BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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Deseret Mutual Benefit Administrators
|
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Leigh Baldwin & Co., Llc
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Centaurus Financial, Inc.
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Park Avenue Securities Llc
|
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Leo Wealth, LLC
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
CoreCap Advisors, LLC
|
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Mountain Pacific Investment Advisers Inc/id
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SYM FINANCIAL Corp
|
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Maia Wealth LLC
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Cardiff Park Advisors, Llc
|
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Guyasuta Investment Advisors Inc
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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FineMark National Bank & Trust
|
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Willis Investment Counsel
|
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Meadow Creek Wealth Advisors Llc
|
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Wrapmanager Inc
|
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PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
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|
Old Port Advisors
|
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|
Mackenzie Financial Corp
|
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Barnes Dennig Private Wealth Management LLC
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Eight 31 Financial Llc
|
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Spdr S&p 500 Etf Trust
|
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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|
TD Waterhouse Canada Inc.
|
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Security National Bank
|
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Arlington Trust Co LLC
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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|
Midwest Trust Co
|
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|
Coppell Advisory Solutions LLC
|
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|
Cornerstone Total Return Fund Inc
|
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|
Wilkinson Global Asset Management LLC
|
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LS Investment Advisors, LLC
|
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|
Legacy Private Trust Co.
|
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Piscataqua Savings Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
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|
|
LVW Advisors, LLC
|
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|
PayPay Securities Corp
|
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|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
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|
|
Hamilton Capital, LLC
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
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|
Dodge & Cox
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
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|
|
Central Pacific Bank - Trust Division
|
|
|
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|
|
Persium Advisors, LLC
|
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|
|
|
LMR Partners LLP
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
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|
|
Old Point Trust & Financial Services N A
|
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|
Group One Trading, L.p.
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Eagle Global Advisors Llc
|
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|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
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|
Great West Life Assurance Co /can/
|
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|
TD Capital Management LLC
|
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Transamerica Financial Advisors, Inc.
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Lighthouse Investment Partners, LLC
|
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Kingswood Wealth Advisors, Llc
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Morton Brown Family Wealth, LLC
|
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|
Segment Wealth Management, LLC
|
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|
Jackson Hole Capital Partners, LLC
|
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FT Vest Total Return Income Fund: Series B1
|
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|
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|
AdviceOne Advisory Services, LLC
|
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|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Whittier Trust Co
|
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Diligent Investors, LLC
|
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Parthenon Llc
|
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Wimmer Associates 1, Llc
|
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Associated Banc-corp
|
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Point72 Asia (Singapore) Pte. Ltd.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Private Wealth Partners, LLC
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
Agate Pass Investment Management, LLC
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
Welch & Forbes Llc
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M&G Plc
|
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|
Smith Group Asset Management, LLC
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|
Great Lakes Advisors, Llc
|
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Citadel Advisors Llc
|
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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Cranbrook Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
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Stone House Investment Management, LLC
|
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Cypress Wealth Services, LLC
|
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|
Hallmark Capital Management Inc
|
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|
American Financial Group Inc
|
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Convergence Investment Partners, LLC
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
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|
Waterloo Capital, L.P.
|
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Lavaca Capital Llc
|
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Morton Community Bank
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
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|
Hazlett, Burt & Watson, Inc.
|
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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Parsons Capital Management Inc/ri
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Aries Wealth Management
|
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Adams Wealth Management
|
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ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
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|
Gifford Fong Associates
|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
Kapitalo Investimentos Ltda
|
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|
HF Advisory Group, LLC
|
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|
Summit Trail Advisors, Llc
|
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|
Blume Capital Management, Inc.
|
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
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|
Lewis Asset Management, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
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|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
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|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
LENS - EA Series Trust - Sarmaya Thematic ETF
|
|
|
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|
|
Trust Co Of Vermont
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Windmill Hill Asset Management Ltd
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
American Assets Inc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
