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CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
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River Wealth Advisors LLC
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W.G. Shaheen & Associates DBA Whitney & Co
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Stephens Consulting, LLC
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First United Bank Trust/
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Net Worth Advisory Group
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Public Employees Retirement System Of Ohio
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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Providence Capital Advisors, LLC
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
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IVC Wealth Advisors LLC
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Staley Capital Advisers Inc
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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Belpointe Asset Management LLC
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Richardson Financial Services Inc.
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Morningstar Investment Services LLC
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Highline Wealth Partners Llc
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Atomi Financial Group, Inc.
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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NOLCX - Northern Funds - Northern Large Cap Core Fund
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North Star Investment Management Corp.
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Metis Global Partners, LLC
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FDx Advisors, Inc.
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Kestra Investment Management, LLC
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Colonial Trust Advisors
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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New Hampshire Trust
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Orrstown Financial Services Inc
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Huber Capital Management LLC
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Ted Buchan & Co
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Jamison Private Wealth Management, Inc.
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Taylor Hoffman Capital Management LLC
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Fulton Bank, N.a.
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
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Police & Firemen's Retirement System of New Jersey
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AA Financial Advisors, LLC
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WPG Advisers, LLC
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Graves-Light Private Wealth Management, Inc.
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LRI Investments, LLC
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
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Optimum Investment Advisors
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MetLife Investment Management, LLC
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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Cornerstone Select Advisors, LLC
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Oxford Asset Management Llp
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Bnp Paribas Arbitrage, Sa
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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Colonial River Wealth Management, LLC
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Ethic Inc.
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Gratus Wealth Advisors, LLC
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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Hills Bank & Trust Co
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GPS Wealth Strategies Group, LLC
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Argentarii, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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Fiduciary Alliance LLC
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VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
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Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
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State of Alaska, Department of Revenue
|
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Snowden Capital Advisors LLC
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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Sentry Investment Management Llc
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Parkworth Wealth Management, Inc.
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BHK Investment Advisors, LLC
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JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Rakuten Investment Management, Inc.
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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Bruce G. Allen Investments, LLC
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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AMG National Trust Bank
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Shelton Capital Management
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Nisa Investment Advisors, Llc
|
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Dakota Community Bank & Trust NA
|
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Riverbend Wealth Management, LLC
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Pine Harbor Wealth Management, LLC
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Amalgamated Bank
|
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King Luther Capital Management Corp
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RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
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|
Shell Asset Management Co
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|
KLCM Advisors, Inc.
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New England Research & Management, Inc.
|
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SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
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United Capital Management of KS, Inc.
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Caxton Associates Llp
|
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|
Cornercap Investment Counsel Inc
|
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Family Legacy, Inc.
|
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Profunds - Profund Vp Banks
|
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|
Meeder Asset Management Inc
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Oppenheimer Asset Management Inc.
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|
IFG Advisory, LLC
|
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|
Brevan Howard Capital Management LP
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Tennessee Valley Asset Management Partners
|
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|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Savant Capital, LLC
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
APG Asset Management N.V.
|
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|
First American Bank
|
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|
Nemes Rush Group LLC
|
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|
Wsfs Capital Management, Llc
|
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|
Rafferty Asset Management, LLC
|
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Cullen/frost Bankers, Inc.
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Baron Wealth Management LLC
|
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|
Simplicity Wealth,LLC
|
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|
Parkside Financial Bank & Trust
|
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|
XML Financial, LLC
|
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|
Dunhill Financial, LLC
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
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|
Nbc Securities, Inc.
|
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|
American Assets Inc
|
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|
SOUTH STATE Corp
|
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|
Evercore Wealth Management, LLC
|
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|
Mather Group, Llc.
|
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|
Ameritas Investment Partners, Inc.
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
Neville Rodie & Shaw Inc
|
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|
Mindset Wealth Management, Llc
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
Manchester Capital Management LLC
|
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|
|
|
|
Legacy Investment Solutions, LLC
|
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|
|
Transcend Wealth Collective, Llc
|
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|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
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|
|
|
|
1620 Investment Advisors, Inc.
|
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|
Atom Investors LP
|
|
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|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
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|
Gardner Russo & Quinn Llc
|
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|
Bokf, Na
|
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Great West Life Assurance Co /can/
|
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Freemont Management S.A.
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Kornitzer Capital Management Inc /ks
|
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|
NFP Retirement, Inc.
|
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|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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|
Ameritas Advisory Services, LLC
|
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CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
West Family Investments, Inc.
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one8zero8, LLC
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Old Port Advisors
|
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Trust Co Of Toledo Na /oh/
|
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MQS Management LLC
|
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Pallas Capital Advisors LLC
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
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|
First Citizens Bank & Trust Co
|
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Aspire Private Capital, LLC
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Glen Eagle Advisors, LLC
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New York State Common Retirement Fund
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
Capital A Wealth Management, LLC
|
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|
Beese Fulmer Investment Management, Inc.
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Raiffeisen Bank International AG
|
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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Concurrent Investment Advisors, LLC
|
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UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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|
Numerai GP LLC
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|
Brookstone Capital Management
|
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MBL Wealth, LLC
|
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|
Tudor Investment Corp Et Al
|
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Hancock Whitney Corp
|
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AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Jaffetilchin Investment Partners, LLC
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund
|
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|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
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|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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Buckingham Strategic Partners
|
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|
Northstar Asset Management Llc
|
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Rowland & Co Investment Counsel/adv
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Handelsbanken Fonder AB
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
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|
Total Wealth Planning & Management, Inc.
|
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|
Interval Partners, LP
|
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|
Oregon Public Employees Retirement Fund
|
|
|
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|
|
Princeton Global Asset Management LLC
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
Sterling Capital Management LLC
|
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|
Css Llc/il
|
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|
Mackenzie Financial Corp
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
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|
|
Patrick M Sweeney & Associates, Inc
|
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|
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|
|
Financial Management Network Inc
|
|
|
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|
|
Poehling Capital Management, LLC
|
|
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
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|
Equity Investment Corp
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
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|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
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|
|
J.w. Cole Advisors, Inc.
|
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|
Viking Fund Management Llc
|
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|
DnB Asset Management AS
|
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|
Total Investment Management Inc
|
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|
Patten & Patten Inc/tn
|
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|
Guyasuta Investment Advisors Inc
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
|
Fort Sheridan Advisors Llc
|
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|
Patton Fund Management, Inc.
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
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|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
North Reef Capital Management LP
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
VGI Partners Ltd
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
IMA Wealth, Inc.
|
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|
United Bank
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Capstone Investment Advisors, Llc
|
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|
Abundance Wealth Counselors
|
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|
Wealth Alliance Advisory Group, LLC
|
|
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|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
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|
Burgundy Asset Management Ltd.
|
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|
Quest Partners LLC
|
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|
Securian Asset Management, Inc
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
New Wave Wealth Advisors Llc
|
|
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|
|
Banco Santander, S.A.
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
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|
Kavar Capital Partners Group, Llc
|
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Horizon Bancorp Inc /in/
|
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Hollencrest Capital Management
|
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Formidable Asset Management, LLC
|
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Panagora Asset Management Inc
|
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Nearwater Capital Markets, Ltd
|
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Apella Capital, LLC
|
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Graham Capital Management, L.P.
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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|
Harbor Investment Advisory, Llc
|
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J. Safra Sarasin Holding AG
|
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Quantitative Investment Management, LLC
|
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Capital Investment Advisors, LLC
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
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|
|
Meeder Advisory Services, Inc.
|
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Verum Partners LLC
|
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O'shaughnessy Asset Management, Llc
|
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IXG - iSHARES TRUST - iShares Global Financials ETF
|
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|
|
Arizona State Retirement System
|
|
|
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|
|
Southern Capital Advisors, Llc
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Signaturefd, Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Eagle Strategies LLC
|
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|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
NEOS Investment Management LLC
|
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Verdence Capital Advisors LLC
|
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State Of Michigan Retirement System
|
|
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|
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Prosperity Wealth Management, Inc.
|
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Mizuho Securities Usa Llc
|
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CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
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|
Montag A & Associates Inc
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Aspiriant, Llc
|
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Us Bancorp \de\
|
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|
CNB Bank
|
|
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|
Asset Dedication, LLC
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Everence Capital Management Inc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Financial Network Wealth Advisors LLC
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
|
Jacobi Capital Management LLC
|
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|
Morton Brown Family Wealth, LLC
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
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|
|
|
Gator Capital Management, LLC
|
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|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
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|
Commerce Bank
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
RFG Advisory, LLC
|
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|
|
|
Legacy Financial Advisors, Inc.
|
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|
Founders Financial Alliance, LLC
|
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|
Natixis Advisors, L.p.
|
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
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|
Howard Hughes Medical Institute
|
|
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|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
|
|
Gillespie Robinson & Grimm Inc
|
|
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|
|
MTM Investment Management, LLC
|
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|
|
Massmutual Trust Co Fsb/adv
|
|
|
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|
Moody National Bank Trust Division
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
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|
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|
|
Eisler Capital Management Ltd.
|
|
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|
|
Patriot Financial Group Insurance Agency, LLC
|
|
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|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Shapiro Capital Management Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
EJF Capital LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
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Trust Co of the South
|
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Foster Victor Wealth Advisors, LLC
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|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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|
TCG Advisory Services, LLC
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|
Welch & Forbes Llc
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|
Capital Square, LLC
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Citizens Financial Group Inc/ri
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EPG Wealth Management LLC
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|
Morgan Stanley
|
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|
M. Kulyk & Associates, LLC
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Nordea Investment Management Ab
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|
Savvy Advisors, Inc.
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Ahl Investment Management, Inc.
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Missouri Trust & Investment Co
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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|
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|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Journey Strategic Wealth Llc
|
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|
Ellevest, Inc.
|
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IMG Wealth Management, Inc.
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
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|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
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|
Fortress Wealth Group, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Addison Advisors LLC
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|
Morse Asset Management, Inc
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Stock Yards Bank & Trust Co
|
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Rialto Wealth Management, LLC
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Dudley Capital Management, Llc
|
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DiMeo Schneider & Associates, L.L.C.
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
WestEnd Advisors, LLC
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|
Bank & Trust Co
|
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|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Private Wealth Asset Management, LLC
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|
Larson Financial Group LLC
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Winthrop Capital Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Mariner, LLC
|
|
|
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|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
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|
Sculati Wealth Management, LLC
|
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BKD Wealth Advisors, LLC
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Russell Investments Group, Ltd.
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Gts Securities Llc
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KG&L Capital Management,LLC
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Twin City Private Wealth, Llc
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Tortoise Investment Management, LLC
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Whittier Trust Co Of Nevada Inc
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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Scotia Capital Inc.
|
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Principal Securities, Inc.
|
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Capital Investment Counsel, Inc
|
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Fisher Asset Management, LLC
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Bayview Asset Management, Llc
|
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Smith, Moore & Co.
|
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Biltmore Family Office, LLC
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|
Holderness Investments Co
|
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|
Deutsche Bank Ag\
|
|
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|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Bessemer Group Inc
|
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|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
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|
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|
St. Johns Investment Management Company, LLC
|
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|
Strategic Blueprint, LLC
|
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|
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|
Penserra Capital Management LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Aldebaran Financial Inc.
|
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|
Profunds - Profund Vp Ultrabull
|
|
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|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
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|
|
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|
Wolverine Trading, Llc
|
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|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Fourthstone LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Ridgewood Investments LLC
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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TOWER TRUST & INVESTMENT Co
|
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Elevated Capital Advisors, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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E. Ohman J:or Asset Management AB
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Golden State Wealth Management, LLC
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Rothschild Investment Llc
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Sivia Capital Partners, LLC
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
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Cascades Capital Asset Management, LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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Wealth Preservation Advisors, LLC
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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44 Wealth Management Llc
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Garda Capital Partners Lp
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Platform Technology Partners
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LaFleur & Godfrey LLC
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Hunter Perkins Capital Management, LLC
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Activest Wealth Management
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Phillips Wealth Planners LLC
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Cubist Systematic Strategies, LLC
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Washington Capital Management Inc
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Nbt Bank N A /ny
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Letko, Brosseau & Associates Inc
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Bank Of America Corp /de/
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Nicholas Hoffman & Company, LLC.
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Ancora Advisors, LLC
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DT Investment Partners, LLC
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Aqr Capital Management Llc
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Carson Advisory Inc.
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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Sequoia Financial Advisors, LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Mid-American Wealth Advisory Group, Inc.
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SCS Capital Management LLC
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LPL Financial LLC
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HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
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Canton Hathaway, LLC
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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Wealth Group, Ltd.
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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First PREMIER Bank
|
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Partners in Financial Planning
|
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Keudell/Morrison Wealth Management
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Duncker Streett & Co Inc
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Transamerica Financial Advisors, Inc.
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Paradigm Capital Management, LLC/NV
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Stifel Financial Corp
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Summit Trail Advisors, Llc
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Stonegate Investment Group, LLC
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Commerzbank Aktiengesellschaft /fi
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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Td Asset Management Inc
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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Brooks, Moore & Associates, Inc.
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Louisiana State Employees Retirement System
|
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Schwartz Investment Counsel Inc
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Park Avenue Securities Llc
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Riverview Trust Co
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Yousif Capital Management, Llc
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DHJJ Financial Advisors, Ltd.
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Oakworth Capital, Inc.
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Country Club Bank /gfn
|
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IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
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Klingman & Associates, LLC
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Bailard, Inc.
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Sterling Investment Advisors, Ltd.
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Spirepoint Private Client, Llc
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Naples Global Advisors, Llc
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Aegis Wealth Management LLC
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Y-Intercept (Hong Kong) Ltd
|
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Loomis Sayles & Co L P
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Richard W. Paul & Associates, LLC
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Ogorek Anthony Joseph /ny/ /adv
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Strs Ohio
|
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Cigna Investments Inc /new
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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Proathlete Wealth Management Llc
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Apexium Financial, Lp
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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Arcus Capital Partners, LLC
|
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HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
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|
SOA Wealth Advisors, LLC.
|
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|
HHM Wealth Advisors, LLC
|
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|
Johnson Investment Counsel Inc
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
|
|
|
Marcum Wealth, LLC
|
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|
Johnson Financial Group, Inc.
|
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Fmr Llc
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
Squarepoint Ops LLC
|
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Two Sigma Advisers, Lp
|
|
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|
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
|
|
|
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|
|
CI Private Wealth, LLC
|
|
|
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|
|
Rockefeller Capital Management L.P.
|
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|
Global Trust Asset Management, LLC
|
|
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|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
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|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
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|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
John Hancock Financial Opportunities Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
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|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
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|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
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|
|
|
Montag & Caldwell, Llc
|
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|
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|
Main Street Financial Solutions, LLC
|
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|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
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|
Certified Advisory Corp
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Man Group plc
|
|
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|
Griffin Asset Management, Inc.
|
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|
Glenmede Trust Co Na
|
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|
Regions Financial Corp
|
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|
|
Cornerstone Advisors, LLC
|
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|
|
|
Hedeker Wealth, LLC
|
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|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
|
|
|
Eastover Investment Advisors LLC
|
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|
StoneX Group Inc.
|
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|
Gabelli Funds Llc
|
|
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KBC Group NV
|
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|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
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|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
City Center Advisors, LLC
|
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|
Westover Capital Advisors, LLC
|
|
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|
UBS Group AG
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
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|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Ategra Capital Management, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
rhino investment partners, Inc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
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|
|
Thompson Siegel & Walmsley Llc
|
|
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|
McKinley Carter Wealth Services, Inc.
|
|
|
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Janus Henderson Group Plc
|
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
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|
Continental Advisors Llc
|
|
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
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|
V. M. Manning & Co., Inc.
|
|
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
ORG Partners LLC
|
|
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|
|
Triglav Skladi, D.o.o.
|
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|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
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|
Zwj Investment Counsel Inc
|
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West Paces Advisors Inc.
|
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
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Westpac Banking Corp
|
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1776 Wealth LLC
|
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JustInvest LLC
|
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Pettyjohn, Wood & White, Inc
|
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Ubs Asset Management Americas Inc
|
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Whittier Trust Co
|
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Swedbank AB
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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Anchor Pointe Wealth Management, LLC
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Plato Investment Management Ltd
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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Voya Investment Management Llc
|
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Eqis Capital Management, Inc.
|
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PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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Voleon Capital Management Lp
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
Marco Investment Management Llc
|
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
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|
Sherbrooke Park Advisers Llc
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Diamant Asset Management, Inc.
|
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Souders Financial Advisors
|
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|
Rossby Financial, LCC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
Atlantic Trust, LLC
|
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|
Goldman Sachs Group Inc
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
Sigma Planning Corp
|
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|
Quadcap Wealth Management, LLC
|
|
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|
Hughes Financial Services, LLC
|
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|
Hillsdale Investment Management Inc.
|
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Deseret Mutual Benefit Administrators
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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|
Vaughan David Investments Inc/il
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Bayforest Capital Ltd
|
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|
Crewe Advisors LLC
|
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|
Calton & Associates, Inc.
|
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|
GFG Capital, LLC
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
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|
|
Dividend Asset Capital, Llc
|
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|
|
Franklin Resources Inc
|
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|
Bank of New York Mellon Corp
|
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|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
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|
Maryland Capital Advisors Inc.
|
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|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
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|
|
|
Bridgewater Advisors Inc.
|
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|
CWA Asset Management Group, LLC
|
|
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|
|
Marotta Asset Management
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
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Versor Investments LP
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
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|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
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|
|
Professional Advisory Services Inc
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
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|
Rock Point Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Cibc World Markets Corp
|
|
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|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
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|
Verition Fund Management LLC
|
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|
Alamea Verwaltungs GmbH
|
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|
Newman Dignan & Sheerar, Inc.
|
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|
State Street Corp
|
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|
Private Advisor Group, LLC
|
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
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|
BankPlus Trust Department
|
|
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|
|
Trust Asset Management LLC
|
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|
Horizon Investments, LLC
|
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|
Frederick Financial Consultants, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Parcion Private Wealth LLC
|
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|
Institutional Investment Strategy Fund
|
|
|
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|
Ronald Blue Trust, Inc.
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
|
Cornerstone Advisors Asset Management, Inc
|
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|
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|
|
Auto-Owners Insurance Co
|
|
|
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|
BlackRock, Inc.
|
|
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Regal Investment Advisors LLC
|
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|
National Asset Management, Inc.
|
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|
Pinnacle Holdings, LLC
|
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|
HighTower Advisors, LLC
|
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|
Community Trust & Investment Co
|
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|
BLB&B Advisors, LLC
|
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|
High Note Wealth, LLC
|
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|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
Simon Quick Advisors, Llc
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Susquehanna International Group, Llp
|
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|
Point72 Asia (Singapore) Pte. Ltd.
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
Harvest Fund Management Co., Ltd
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
|
|
Ransom Advisory, Ltd
|
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|
Brandes Investment Partners, Lp
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
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|
HighPoint Advisor Group LLC
|
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|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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|
Parthenon Llc
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
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|
Nwam Llc
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
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|
|
Toroso Investments, LLC
|
|
|
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|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
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|
Resona Asset Management Co.,Ltd.
|
|
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|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
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|
|
Ti-trust, Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
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|
|
|
First Financial Group Corp
|
|
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|
|
Kodai Capital Management LP
|
|
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|
Level Four Advisory Services, Llc
|
|
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|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
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|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
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|
|
Erste Asset Management GmbH
|
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|
Quadrature Capital Ltd
|
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|
Chemung Canal Trust Co
|
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|
ARS Wealth Advisors Group, LLC
|
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|
Westhampton Capital, LLC
|
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|
Binnacle Investments Inc
|
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|
Treasurer of the State of North Carolina
|
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|
Rsm Us Wealth Management Llc
|
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|
Evoke Wealth, Llc
|
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|
GeoWealth Management, LLC
|
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|
Fifth Third Bancorp
|
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|
State of Tennessee, Treasury Department
|
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Axa S.a.
|
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Global Retirement Partners, LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Walleye Trading LLC
|
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Catalytic Wealth RIA, LLC
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Olistico Wealth, LLC
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|
Guggenheim Strategic Opportunities Fund
|
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|
Sit Investment Associates Inc
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
CVA Family Office, LLC
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Roxbury Financial LLC
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
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|
|
Jones Financial Companies Lllp
|
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|
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
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|
Glenview Trust Co
|
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Parallel Advisors, LLC
|
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Paradigm Asset Management Co Llc
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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Next Level Private LLC
|
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Farmers & Merchants Investments Inc
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Fortress Private Ledger, Llc
|
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Continuum Advisory, LLC
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
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|
Fortitude Family Office, LLC
|
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Brandywine Global Investment Management, LLC
|
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Supplemental Annuity Collective Trust of NJ
|
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|
Everstar Asset Management, LLC
|
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RMB Capital Management, LLC
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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Independent Advisor Alliance
|
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American Trust
|
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Kovitz Investment Group Partners, LLC
|
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Hartford Financial Management Inc.
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Nfj Investment Group, Llc
|
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Motco
|
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|
Lantz Financial LLC
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
Busey Wealth Management
|
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Atlantic Family Wealth, Llc
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
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|
Dodge & Cox
|
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|
Hsbc Holdings Plc
|
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Hrt Financial Lp
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
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|
Patton Albertson Miller Group, Llc
|
|
|
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
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|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
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|
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|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
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|
Physicians Financial Services, Inc.
|
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|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
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|
|
Dimensional Fund Advisors Lp
|
|
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|
Capital Group Private Client Services, Inc.
|
|
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|
|
Associated Banc-corp
|
|
|
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|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
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Mayfair Advisory Group, LLC
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HFM Investment Advisors, LLC
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PDS Planning, Inc
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Cullinan Associates Inc
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Allianz Asset Management GmbH
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
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Livforsakringsbolaget Skandia, Omsesidigt
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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Pinnacle Financial Partners Inc
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Alps Advisors Inc
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Canandaigua National Trust Co of Florida
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Jefferies Financial Group Inc.
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Coldstream Capital Management Inc
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Financial Partners Group, LLC
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Bay Harbor Wealth Management, LLC
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M&t Bank Corp
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
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Wellington Shields Capital Management, LLC
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Pnc Financial Services Group, Inc.
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Daymark Wealth Partners, Llc
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Warren Averett Asset Management, LLC
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Victory Financial Group, Llc
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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URTH - iShares, Inc. - iShares MSCI World ETF
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Puff Wealth Management, Llc
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Wetherby Asset Management Inc
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Trexquant Investment LP
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Atria Wealth Solutions, Inc.
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Beacon Pointe Advisors, LLC
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HF Advisory Group, LLC
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Prana Capital Management, LP
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Umb Bank N A/mo
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
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Capital Analysts, Inc.
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Hayek Kallen Investment Management
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FORA Capital, LLC
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Patten Group, Inc.
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Charles Schwab Investment Management Inc
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Wellington Shields & Co., LLC
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Public Employees Retirement Association Of Colorado
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Universal- Beteiligungs- und Servicegesellschaft mbH
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Scarborough Advisors, LLC
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KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
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GWM Advisors LLC
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Hm Payson & Co
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
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Select Asset Management & Trust
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Centennial Bank/AR/
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Sei Investments Co
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Bragg Financial Advisors, Inc
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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PFW Advisors LLC
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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Trust Co Of Virginia /va
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Public Sector Pension Investment Board
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Argent Trust Co
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Orion Capital Management LLC
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Novare Capital Management Llc
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Dogwood Wealth Management LLC
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Delta Asset Management Llc/tn
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Royal London Asset Management Ltd
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Gries Financial Llc
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Forum Financial Management, LP
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Amundi
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Klingenstein Fields & Co Lp
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Fiduciary Group LLC
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Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Mirae Asset Global Investments Co., Ltd.
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Investment Management Corp /va/ /adv
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Argyle Capital Management Inc.
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CarsonAllaria Wealth Management, Ltd.
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Great Lakes Advisors, Llc
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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Ameriflex Group, Inc.
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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MAI Capital Management
|
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Bogart Wealth, LLC
|
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Union Savings Bank
|
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Cardinal Capital Management
|
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Provident Investment Management, Inc.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Intrua Financial, LLC
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Curat Global, LLC
|
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Gw Henssler & Associates Ltd
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
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|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
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Plimoth Trust Co Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
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|
|
Coastline Trust Co
|
|
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PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
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|
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PBMares Wealth Management LLC
|
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|
