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Advisors Capital Management, LLC
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
Kingswood Wealth Advisors, Llc
|
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|
RMB Capital Management, LLC
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Concurrent Investment Advisors, LLC
|
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MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
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Alteri Wealth LLC
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Regions Financial Corp
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Sculati Wealth Management, LLC
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Canal Insurance CO
|
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|
Jacobs Levy Equity Management, Inc
|
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Western Wealth Management, LLC
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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Gabelli Funds Llc
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Compass Capital Corp /ma/ /adv
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Terra Nova Asset Management LLC
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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Bank of Jackson Hole Trust
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Sonora Investment Management Group, LLC
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Narus Financial Partners, LLC
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Kornitzer Capital Management Inc /ks
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
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|
Illinois Municipal Retirement Fund
|
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Permanent Capital Management, LP
|
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PayPay Securities Corp
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Hilltop National Bank
|
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Highline Wealth Partners Llc
|
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Keebeck Wealth Management, LLC
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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Robeco Institutional Asset Management B.V.
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Axxcess Wealth Management, Llc
|
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Itau Unibanco Holding S.A.
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Carolina Wealth Advisors, LLC
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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Prakash Investment Advisors Llc
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Coston, McIsaac & Partners
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Cidel Asset Management Inc
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TriaGen Wealth Management LLC
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Grantham, Mayo, Van Otterloo & Co. LLC
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SFE Investment Counsel
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Calamos Advisors LLC
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Connor, Clark & Lunn Investment Management Ltd.
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Comprehensive Financial Planning, Inc./PA
|
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Bank Of Nova Scotia
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Mv Capital Management, Inc.
|
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Adirondack Trust Co
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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|
Beverly Hills Private Wealth, LLC
|
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|
Norden Group Llc
|
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|
Summit Wealth Partners, LLC
|
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Ferguson Wellman Capital Management, Inc
|
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Mascoma Wealth Management LLC
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|
Park Square Financial Group, LLC
|
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Sierra Ocean, Llc
|
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|
Whittier Trust Co Of Nevada Inc
|
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Ellerson Group Inc /adv
|
|
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FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
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|
|
Fidelis Capital Partners, LLC
|
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
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|
|
Retirement Systems of Alabama
|
|
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|
Sigma Planning Corp
|
|
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|
Toroso Investments, LLC
|
|
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
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|
Old Point Trust & Financial Services N A
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
|
Empire Life Investments Inc.
|
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|
North Star Investment Management Corp.
|
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|
Geode Capital Management, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
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|
|
|
Horrell Capital Management, Inc.
|
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|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
SimpliFi, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
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|
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|
|
Steel Peak Wealth Management LLC
|
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|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
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|
|
Guardian Investment Management
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Courier Capital Llc
|
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|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Coastline Trust Co
|
|
|
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|
|
Prudential Plc
|
|
|
|
|
|
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
|
|
|
|
|
Howe & Rusling Inc
|
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|
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|
|
Evexia Wealth Llc
|
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|
|
Assetmark, Inc
|
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|
Syntax Research, Inc.
|
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|
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|
Cohen Investment Advisors LLC
|
|
|
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|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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|
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
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|
Middleton & Co Inc/ma
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
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|
Chilton Capital Management Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Armis Advisers, LLC
|
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|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
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|
|
Neumann Capital Management, LLC
|
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|
|
|
|
Investment Partners, Ltd.
|
|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
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|
|
|
Jlb & Associates Inc
|
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|
CAPROCK Group, Inc.
|
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|
Emprise Bank
|
|
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|
Clearbridge Investments, LLC
|
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|
Signet Investment Advisory Group, Inc.
|
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|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
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|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
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|
|
Sapient Capital Llc
|
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|
Bank Of America Corp /de/
|
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|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
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|
Evoke Wealth, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
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|
|
|
|
Catalyst Financial Partners Llc
|
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|
Intech Investment Management Llc
|
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|
M&t Bank Corp
|
|
|
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|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
|
|
|
United Community Bank
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
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|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
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Advisor Group Holdings, Inc.
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Napatree Capital Llc
|
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|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
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|
Affinity Capital Advisors, LLC
|
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|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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|
Plato Investment Management Ltd
|
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|
Vaughan David Investments Inc/il
|
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|
Hughes Financial Services, LLC
|
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|
Prosperity Consulting Group, LLC
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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|
NWF Advisory Services Inc.
|
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|
Consolidated Portfolio Review Corp
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Asset Management One Co., Ltd.
|
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Marco Investment Management Llc
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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Vision Financial Markets Llc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
BigSur Wealth Management LLC
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Glenmede Investment Management, LP
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
Salvus Wealth Management, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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|
Peterson Wealth Services
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Donaldson Capital Management, Llc
|
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Empowered Funds, LLC
|
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Smithbridge Asset Management Inc/de
|
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Whipplewood Advisors, LLC
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Evelyn Partners Investment Management LLP
|
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McDonough Capital Management, Inc
|
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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Arrowstreet Capital, Limited Partnership
|
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Cynosure Management, Llc
|
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First Financial Bankshares Inc
|
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WFA of San Diego, LLC
|
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|
State Of Wisconsin Investment Board
|
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Cornerstone Wealth Group, LLC
|
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Brown, Lisle/cummings, Inc.
|
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|
Apella Capital, LLC
|
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Central Bank & Trust Co
|
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AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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|
Prime Capital Investment Advisors, LLC
|
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|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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|
Portside Wealth Group, LLC
|
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Brown Financial Advisors
|
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|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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|
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|
Oak Hill Wealth Advisors, Llc
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
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|
PFS Partners, LLC
|
|
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|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
AE Wealth Management LLC
|
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|
Thompson Investment Management, Inc.
|
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ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
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|
Northside Capital Management, LLC
|
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|
Beacon Pointe Advisors, LLC
|
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|
Peapack Gladstone Financial Corp
|
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|
Aviance Capital Partners, LLC
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
FreeGulliver LLC
|
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|
|
Argyle Capital Partners, LLC
|
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|
Summit Trail Advisors, Llc
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
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|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
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|
CJM Wealth Advisers, Ltd.
|
|
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|
Venture Visionary Partners LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
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|
|
Battery Global Advisors, LLC
|
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|
|
3Chopt Investment Partners, LLC
|
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|
Pallas Capital Advisors LLC
|
|
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|
Us Financial Advisors, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
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|
|
Norinchukin Bank, The
|
|
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|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
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|
|
Plancorp, LLC
|
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|
Harbor Investment Advisory, Llc
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Crossmark Global Holdings, Inc.
|
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|
Fundamentun, Llc
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
Federated Hermes, Inc.
|
|
|
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|
|
Bell Investment Advisors, Inc
|
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|
|
FSA Wealth Management LLC
|
|
|
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|
|
Royal Bank Of Canada
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Financial Designs Corp
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Croban
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
Bank Of Hawaii
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Accretive Wealth Partners, LLC
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|
Prelude Capital Management, Llc
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Focused Investors LLC
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FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
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|
Beacon Capital Management, LLC
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|
Mosaic Family Wealth Partners, Llc
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Integrated Wealth Concepts LLC
|
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|
Estabrook Capital Management
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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|
Stifel Financial Corp
|
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Garde Capital, Inc.
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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TCTC Holdings, LLC
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State of New Jersey Common Pension Fund D
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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First United Bank Trust/
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PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
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Alan B. Lancz & Associates, Inc.
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Segment Wealth Management, LLC
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Fisher Asset Management, LLC
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Costello Asset Management, INC
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Moseley Investment Management Inc
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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GWM Advisors LLC
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Mbb Public Markets I Llc
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Alpha Family Trust
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Natixis Advisors, L.p.
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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Kmg Fiduciary Partners, Llc
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Sivia Capital Partners, LLC
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MFA Wealth Services
|
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Wolverine Trading, Llc
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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Brookstone Capital Management
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
IMG Wealth Management, Inc.
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
May Hill Capital, LLC
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BlackRock, Inc.
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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Simplex Trading, Llc
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Financial Advisory Corp /ut/ /adv
|
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|
Arkadios Wealth Advisors
|
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Checchi Capital Advisers, LLC
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
VELA Investment Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Opal Wealth Advisors, LLC
|
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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|
StoneX Group Inc.
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Harbour Investments, Inc.
|
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|
Capital Investment Counsel, Inc
|
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|
Traynor Capital Management, Inc.
|
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|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
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|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
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|
|
Richard Bernstein Advisors LLC
|
|
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|
Crowley Wealth Management, Inc.
|
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|
MAI Capital Management
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
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|
|
DT Investment Partners, LLC
|
|
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|
|
Private Capital Advisors, Inc.
|
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|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Capital Advantage, Inc.
|
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|
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|
|
Northern Oak Wealth Management Inc
|
|
|
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|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
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|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
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VestGen Advisors, LLC
|
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|
Susquehanna International Group, Llp
|
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|
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|
Private Wealth Management Group, LLC
|
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|
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|
Syon Capital Llc
|
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|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
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|
Benjamin Edwards Inc
|
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|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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|
|
|
|
Prestige Wealth Management Group LLC
|
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|
Modern Wealth Management, LLC
|
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|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
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|
|
Volterra Technologies LP
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
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|
Rokos Capital Management LLP
|
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
James Hambro & Partners
|
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|
Principal Securities, Inc.
|
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
Hanson & Doremus Investment Management
|
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|
Anfield Capital Management, LLC
|
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KG&L Capital Management,LLC
|
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|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Swiss National Bank
|
|
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|
Dagco, Inc.
|
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Frazier Financial Advisors, LLC
|
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Fort Point Capital Partners LLC
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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|
New Mexico Educational Retirement Board
|
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Northern Trust Corp
|
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|
Stonegate Investment Group, LLC
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
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|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
Nomura Holdings Inc
|
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|
Washington Trust Advisors, Inc.
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LRT Capital Management, LLC
|
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|
Midwest Professional Planners, LTD.
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Chelsea Counsel Co
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
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|
Redmond Asset Management, LLC
|
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|
River Street Advisors LLC
|
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|
Eastern Bank
|
|
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|
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|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Bokf, Na
|
|
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|
State of Tennessee, Treasury Department
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Truist Financial Corp
|
|
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|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
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|
Golden State Wealth Management, LLC
|
|
|
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|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
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|
|
Longfellow Investment Management Co Llc
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Mason & Associates Inc
|
|
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|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
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|
|
|
T. Rowe Price Investment Management, Inc.
|
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|
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|
Godsey & Gibb Associates
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
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|
Miracle Mile Advisors, LLC
|
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|
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|
Sentry Investment Management Llc
|
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|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Knoll Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Twin Peaks Wealth Advisors, LLC
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Factory Mutual Insurance Co
|
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ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
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Profunds - Profund Vp Large-cap Value
|
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Davis R M Inc
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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Family Legacy, Inc.
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Dudley Capital Management, Llc
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Qube Research & Technologies Ltd
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West Family Investments, Inc.
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Farmers & Merchants Investments Inc
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Yousif Capital Management, Llc
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RiverFront Investment Group, LLC
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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Studio Investment Management Llc
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
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Keybank National Association/oh
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Bingham Private Wealth, Llc
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Global Trust Asset Management, LLC
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Clear Street Markets Llc
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Hudson Valley Investment Advisors Inc /adv
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Tudor Financial Inc.
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Catalytic Wealth RIA, LLC
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Lighthouse Financial LLC
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Uhlmann Price Securities, Llc
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First Merchants Corp
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Fairscale Capital, LLC
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Means Investment Co., Inc.
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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SC&H Financial Advisors, Inc.
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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Level Four Advisory Services, Llc
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Lmp Capital & Income Fund Inc.
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Advisory Alpha, LLC
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Comerica Bank
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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V-Square Quantitative Management LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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First County Bank /CT/
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
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Investors Research Corp
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California State Teachers Retirement System
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Falcon Wealth Planning
|
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Signature Resources Capital Management, LLC
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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Financial Connections Group, Inc.
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Abc Arbitrage Sa
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URTH - iShares, Inc. - iShares MSCI World ETF
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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Lido Advisors, LLC
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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First Horizon Advisors, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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Kentucky Retirement Systems
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Bleakley Financial Group, LLC
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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Cim Investment Mangement Inc
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RFG Advisory, LLC
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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Pines Wealth Management, LLC
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Peak6 Llc
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Claro Advisors LLC
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Jag Capital Management, Llc
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Colonial Trust Advisors
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Everett Harris & Co /ca/
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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Public Employees Retirement System Of Ohio
|
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Ritter Daniher Financial Advisory LLC / DE
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
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|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
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|
|
|
Hilltop Holdings Inc.
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
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|
Geneos Wealth Management Inc.
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
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|
|
Tradition Wealth Management, LLC
|
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|
Ing Groep Nv
|
|
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|
Brinker Capital Investments, LLC
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
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|
|
YANKCOM Partnership
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
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|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
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|
Investment Research & Advisory Group, Inc.
|
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|
Nicholas Hoffman & Company, LLC.
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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Resona Asset Management Co.,Ltd.
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
J.Safra Asset Management Corp
|
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|
Beacon Investment Advisory Services, Inc.
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Fwl Investment Management, Llc
|
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First City Capital Management, Inc.
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Safeguard Financial, LLC
|
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Moody Lynn & Lieberson, Llc
|
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Barr E S & Co
|
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|
Kozak & Associates, Inc.
|
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|
Trivant Custom Portfolio Group, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Legacy Capital Wealth Partners, LLC
|
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Summit Wealth Group Llc / Co
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Lockheed Martin Investment Management Co
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
JT Stratford LLC
|
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|
Stratos Wealth Advisors, LLC
|
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Wescott Financial Advisory Group, LLC
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
Cigna Investments Inc /new
|
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|
Kensington Investment Counsel, LLC
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Semmax Financial Advisors Inc.
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Ingalls & Snyder Llc
|
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Valicenti Advisory Services Inc
|
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Accel Wealth Management
|
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Horizon Financial Services, Llc
|
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Brucke Financial, Inc.
|
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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|
Howard Hughes Medical Institute
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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RPG Investment Advisory, LLC
|
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Indie Asset Partners, LLC
|
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Cornell Pochily Investment Advisors, Inc.
|
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|
Pettyjohn, Wood & White, Inc
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
Aviva Plc
|
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|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
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|
Old North State Trust, LLC
|
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New Age Alpha Advisors, LLC
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
WNY Asset Management, LLC
|
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|
Marcum Wealth, LLC
|
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Signaturefd, Llc
|
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Delta Capital Management Llc
|
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Whitener Capital Management, Inc.
|
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Macquarie Group Ltd
|
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|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
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|
FSM Wealth Advisors, LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
Aspect Partners, LLC
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
Verity Asset Management, Inc.
|
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Jfs Wealth Advisors, Llc
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
|
Atlantic Edge Private Wealth Management, LLC
|
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|
Blackhawk Capital Partners LLC.
|
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|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
William B. Walkup & Associates, Inc.
|
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|
Conning Inc.
|
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SHLD - Global X Funds - Global X Defense Tech ETF
|
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|
Waters Parkerson & Co., Llc
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
|
Hazlett, Burt & Watson, Inc.
|
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|
Congress Asset Management Co /ma
|
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|
Nuance Investments, Llc
|
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|
Atomi Financial Group, Inc.
|
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|
Qtron Investments LLC
|
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Oregon Public Employees Retirement Fund
|
|
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|
SS&H Financial Advisors, Inc.
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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|
Kilter Group LLC
|
|
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|
|
Eisler Capital Management Ltd.
|
|
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|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
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|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
UFO - Procure ETF Trust II - Procure Space ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Trinity Street Asset Management LLP
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Point72 Asset Management, L.P.
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WealthBridge Investment Counsel Inc.
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
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Soros Fund Management Llc
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Old National Bancorp /in/
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Vista Capital Partners, Inc.
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Copley Financial Group, Inc.
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Hengehold Capital Management Llc
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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Advisory Services Network, LLC
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GAMMA Investing LLC
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UniSuper Management Pty Ltd
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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PBMares Wealth Management LLC
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Marietta Wealth Management, LLC
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Soltis Investment Advisors LLC
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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Vestmark Advisory Solutions, Inc.
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Stiles Financial Services Inc
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Mount Yale Investment Advisors, LLC
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Franklin Resources Inc
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Affiance Financial, LLC
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Raymond James Financial Inc
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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Dougherty Wealth Advisers LLC
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Harbor Capital Advisors, Inc.
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Wedmont Private Capital
|
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Fourth Dimension Wealth, LLC
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CVA Family Office, LLC
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NorthRock Partners, LLC
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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GAM Holding AG
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Lvm Capital Management Ltd/mi
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Kirtland Hills Capital Management, Llc
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Gryphon Financial Partners LLC
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Cornerstone Advisory, LLC
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ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
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Aqr Capital Management Llc
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YOKE - EA Series Trust - Yoke Core ETF
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Lakeridge Wealth Management LLC
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Cornerstone Planning Group LLC
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
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Allen Wealth Management, Llc
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WESCAP Management Group, Inc.
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Synovus Financial Corp
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Militia Capital Partners, LP
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Yacktman Asset Management Lp
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Verus Capital Partners, Llc
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TCG Advisory Services, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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ICONIQ Capital, LLC
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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Guggenheim Strategic Opportunities Fund
|
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IAM Advisory, LLC
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Parallax Volatility Advisers, L.P.
|
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Federation des caisses Desjardins du Quebec
|
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Foster Dykema Cabot & Partners, Llc
|
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St. Johns Investment Management Company, LLC
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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One Charles Private Wealth Services, LLC
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Fiduciary Trust Co
|
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Chapman Financial Group, Llc
|
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
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|
Procyon Private Wealth Partners, LLC
|
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|
Cranbrook Wealth Management, LLC
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
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|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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|
Morton Brown Family Wealth, LLC
|
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|
GHP Investment Advisors, Inc.
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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Mackenzie Financial Corp
|
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|
Knollwood Investment Advisory, LLC
|
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Pinnacle Financial Partners Inc
|
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|
DHJJ Financial Advisors, Ltd.
|
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Oakworth Capital, Inc.
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Bearing Point Capital, Llc
|
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|
|
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|
Kovitz Investment Group Partners, LLC
|
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
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|
|
Aprio Wealth Management, LLC
|
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|
Vermillion Wealth Management, Inc.
|
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|
Avalon Trust Co
|
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|
|
Ethic Inc.
|
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|
Silvant Capital Management LLC
|
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|
Change Path, LLC
|
|
|
|
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|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
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|
|
Grayhawk Investment Strategies Inc.
|
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|
|
Mather Group, Llc.
|
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|
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|
|
Kestra Investment Management, LLC
|
|
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|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
K2 Financial Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
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Osterweis Capital Management Inc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Paragon Capital Management Ltd
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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|
Vestcor Inc
|
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HighTower Advisors, LLC
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Longboard Asset Management, LP
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Oxler Private Wealth LLC
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Canton Hathaway, LLC
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
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Wedbush Securities Inc
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Landing Point Financial Group, LLC
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Charles Schwab Trust Co
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Legacy Financial Advisors, Inc.
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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Susquehanna Fundamental Investments, Llc
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Fifth Third Wealth Advisors LLC
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Wellspring Financial Advisors, LLC
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Red Spruce Capital, LLC
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Cerity Partners LLC
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PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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IMC-Chicago, LLC
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Salomon & Ludwin, LLC
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BLPIX - Profunds - Bull Profund Investor Class
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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Gsa Capital Partners Llp
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VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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Financial Network Wealth Management LLC
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Roberts Glore & Co Inc /il/
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Victrix Investment Advisors
|
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Moors & Cabot, Inc.
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Money Concepts Capital Corp
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
SJS Investment Consulting Inc.
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Pathstone Holdings, LLC
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Principal Financial Group Inc
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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Pin Oak Investment Advisors Inc
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Master's Wealth Management Inc.
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JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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SCS Capital Management LLC
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Schonfeld Strategic Advisors LLC
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S.E.E.D. Planning Group LLC
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HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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Assenagon Asset Management S.A.
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Kestra Advisory Services, LLC
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Brevan Howard Capital Management LP
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C M Bidwell & Associates Ltd
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Stephens Inc /ar/
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Texas Yale Capital Corp.
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Pacific Sun Financial Corp
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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GoalVest Advisory LLC
|
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Gamco Investors, Inc. Et Al
|
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Pensionmark Financial Group, Llc
|
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NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
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CX Institutional
|
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Beaumont Financial Advisors, LLC
|
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Hartford Investment Management Co
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Janney Montgomery Scott LLC
|
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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Chiron Capital Management, Llc
|
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FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
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|
Gilman Hill Asset Management, LLC
|
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|
Kuhn & Co Investment Counsel
|
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|
EverSource Wealth Advisors, LLC
|
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|
Peachtree Investment Partners, LLC
|
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|
Park Avenue Securities Llc
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
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|
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|
Paradigm Financial Partners, Llc
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
Concorde Financial Corp
|
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|
|
NEOS Investment Management LLC
|
|
|
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|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
