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Allworth Financial LP
|
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Merit Financial Group, LLC
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Rockefeller Capital Management L.P.
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Red Tortoise LLC
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Hbk Investments L P
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Kestra Private Wealth Services, Llc
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Tortoise Investment Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Farmers & Merchants Trust Co of Long Beach
|
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HBK Sorce Advisory LLC
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
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|
Ameritas Advisory Services, LLC
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
Bullseye Investment Management, LLC
|
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Thompson Siegel & Walmsley Llc
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Cerity Partners LLC
|
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|
Tcw Group Inc
|
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Penn Mutual Asset Management, LLC
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Miracle Mile Advisors, LLC
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One Charles Private Wealth Services, LLC
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|
D. E. Shaw & Co., Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Mount Yale Investment Advisors, LLC
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Jane Street Group, Llc
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Centaurus Financial, Inc.
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Police & Firemen's Retirement System of New Jersey
|
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Beacon Financial Advisory LLC
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SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class
|
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Frank, Rimerman Advisors LLC
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Compass Financial Group, INC/SD
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Elo Mutual Pension Insurance Co
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Lifestyle Asset Management, Inc.
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Wedmont Private Capital
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Jacobs Asset Management, Llc
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LaSalle St. Investment Advisors, LLC
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Aptus Capital Advisors, LLC
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Mendon Capital Advisors Corp
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Pekin Hardy Strauss, Inc.
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Cary Street Partners Financial Llc
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Bellwether Advisors, LLC
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Renaissance Technologies Llc
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Us Bancorp \de\
|
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Stableford Capital Ii Llc
|
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Winebrenner Capital Management Llc
|
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WealthPLAN Partners, LLC
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Kingstone Capital Partners Texas, LLC
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Orion Portfolio Solutions, LLC
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Westend Capital Management LLC
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Qube Research & Technologies Ltd
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Columbia Credit Income Opportunities Fund
|
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Engineers Gate Manager LP
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Pin Oak Investment Advisors Inc
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Dark Forest Capital Management Lp
|
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Parallel Advisors, LLC
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Nbc Securities, Inc.
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Bluefin Capital Management, Llc
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National Asset Management, Inc.
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Diversify Advisory Services, LLC
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Oppenheimer & Co Inc
|
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RFG Advisory, LLC
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Park Avenue Securities Llc
|
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Weaver Consulting Group
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Capital Analysts, Inc.
|
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Toroso Investments, LLC
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Qrg Capital Management, Inc.
|
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Great West Life Assurance Co /can/
|
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Beacon Pointe Advisors, LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
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|
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|
WealthPlan Investment Management, LLC
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Manchester Financial Inc
|
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Anfield Capital Management, LLC
|
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Graham Capital Management, L.P.
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
Marshall Wace, Llp
|
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|
EP Wealth Advisors, Inc.
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF
|
|
|
|
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|
St Germain D J Co Inc
|
|
|
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Tcw Strategic Income Fund Inc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
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|
Prospera Financial Services Inc
|
|
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|
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|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
DnB Asset Management AS
|
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|
Triton Wealth Management, PLLC
|
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|
Sofos Investments, Inc.
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
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|
|
|
|
Pathstone Holdings, LLC
|
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|
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|
|
SG Americas Securities, LLC
|
|
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|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
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|
|
one8zero8, LLC
|
|
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|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
DoubleLine Yield Opportunities Fund
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
RINC - Investment Managers Series Trust II - AXS Real Estate Income ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
MORT - VanEck Vectors ETF Trust - VanEck Vectors Mortgage REIT Income ETF
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF
|
|
|
|
|
|
Rareview Capital LLC
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Fortitude Financial, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
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Ensign Peak Advisors, Inc
|
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WMG Financial Advisors, LLC
|
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HighTower Advisors, LLC
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|
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A
|
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|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
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|
UBS Group AG
|
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Vision Financial Markets Llc
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
DCM Advisors, LLC
|
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|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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|
Wealthcare Advisory Partners LLC
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Citadel Advisors Llc
|
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|
Hollencrest Capital Management
|
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Nebula Research & Development LLC
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GraniteShares Advisors LLC
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
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|
Utah Retirement Systems
|
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|
Firethorn Wealth Partners, Llc
|
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Kestra Advisory Services, LLC
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|
CIBC World Markets Inc.
|
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Nomura Holdings Inc
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BlackRock, Inc.
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Paradigm Financial Partners, Llc
|
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CAPROCK Group, Inc.
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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New Age Alpha Advisors, LLC
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Captrust Financial Advisors
|
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|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
Warren Averett Asset Management, LLC
|
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|
Cozad Asset Management Inc
|
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|
Prudential Financial Inc
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
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|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
HAP Trading, LLC
|
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|
Blair William & Co/il
|
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Aqr Capital Management Llc
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Greenland Capital Management LP
|
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|
Collar Capital Management, LLC
|
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PharVision Advisers, LLC
|
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|
Townsquare Capital Llc
|
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|
Goldman Sachs Group Inc
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RDFI - Collaborative Investment Series Trust - RAREVIEW DYNAMIC FIXED INCOME ETF
|
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|
|
|
Armstrong Advisory Group, Inc
|
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|
CFO4Life Group, LLC
|
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|
Ubs Asset Management Americas Inc
|
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|
Financial Gravity Companies, Inc.
|
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|
Harbour Investments, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
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|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
HYIN - WisdomTree Trust - WisdomTree Alternative Income Fund N/A
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
SDIV - Global X Funds - Global X SuperDividend ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Fundrise Income Real Estate Fund, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
VSSVX - VALIC Co I - Small Cap Special Values Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Angel Oak Capital Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
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|
Simplify Asset Management Inc.
|
|
|
|
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|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Summit Financial, LLC
|
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|
Magnus Financial Group LLC
|
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|
PineBridge Investments, L.P.
|
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|
Deseret Mutual Benefit Administrators
|
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|
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF
|
|
|
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|
Franklin Resources Inc
|
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|
Harwood Advisory Group, LLC
|
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|
Mountain Hill Investment Partners Corp.
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Jones Financial Companies Lllp
|
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|
Waterfront Wealth Inc.
|
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Fourth Dimension Wealth, LLC
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
Samalin Investment Counsel, LLC
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|
Invesco Ltd.
|
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
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|
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|
AE Wealth Management LLC
|
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|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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|
Golden State Wealth Management, LLC
|
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|
BRYN MAWR TRUST Co
|
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|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
TCW ETF Trust - TCW Flexible Income ETF
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Sound Income Strategies, LLC
|
|
|
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|
Twinbeech Capital Lp
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Capital Fund Management S.a.
|
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|
Morgan Stanley
|
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|
Aspect Partners, LLC
|
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|
Transcend Wealth Collective, Llc
|
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|
N.E.W. Advisory Services LLC
|
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|
Ameriprise Financial Inc
|
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|
NEOS Investment Management LLC
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Pvg Asset Management Corp
|
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|
Norges Bank
|
|
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|
Prevail Innovative Wealth Advisors, Llc
|
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|
Everence Capital Management Inc
|
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|
Ieq Capital, Llc
|
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SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
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|
Garden State Investment Advisory Services LLC
|
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|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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|
Smartleaf Asset Management LLC
|
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|
Cape Investment Advisory, Inc.
|
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
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|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
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|
National Bank Of Canada /fi/
|
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Mutual Advisors, LLC
|
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HighPoint Advisor Group LLC
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
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|
Arkadios Wealth Advisors
|
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|
SRS Capital Advisors, Inc.
|
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|
Cannon Global Investment Management, LLC
|
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|
Jain Global LLC
|
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|
Hantz Financial Services, Inc.
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
TCG Advisory Services, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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|
Fmr Llc
|
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|
Total Investment Management Inc
|
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|
Warren Street Wealth Advisors, LLC
|
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|
Bank Of Montreal /can/
|
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|
Parisi Gray Wealth Management
|
|
|
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|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
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|
Two Sigma Securities, Llc
|
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Insight Advisors, LLC/ PA
|
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|
Illinois Municipal Retirement Fund
|
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|
Larson Financial Group LLC
|
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|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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|
|
Sowell Financial Services LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
ORG Wealth Partners, LLC
|
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|
Federated Hermes, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Sullivan Wood Capital Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
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|
|
Transce3nd, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
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|
|
Gotham Asset Management, LLC
|
|
|
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|
|
Russell Investments Group, Ltd.
|
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|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
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|
|
We Are One Seven, LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
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|
|
Catalyst Funds Management Pty Ltd
|
|
|
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|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Delphi Financial Group, Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Beach Point Capital Management LP
|
|
|
|
|
|
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
DVDN - ETF Opportunities Trust - Kingsbarn Dividend Opportunity ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Angel Oak Financial Strategies Income Term Trust
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
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|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
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Thrivent Financial For Lutherans
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Geode Capital Management, Llc
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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Lido Advisors, LLC
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FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
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Sigma Planning Corp
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Nwam Llc
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Greenwich Wealth Management LLC
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HHM Wealth Advisors, LLC
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LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
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Capstone Investment Advisors, Llc
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FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
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REM - iSHARES TRUST - iShares Mortgage Real Estate ETF
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Rogco, Lp
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Creative Financial Designs Inc /adv
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Pnc Financial Services Group, Inc.
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SRET - Global X Funds - Global X SuperDividend REIT ETF
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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IMC-Chicago, LLC
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Mariner, LLC
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Neuberger Berman Real Estate Securities Income Fund Inc
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Nuveen, LLC
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Atria Investments Llc
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Brevan Howard Capital Management LP
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Advisor Group Holdings, Inc.
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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New Wave Wealth Advisors Llc
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Mount Lucas Management LP
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Kingsview Wealth Management, LLC
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Teacher Retirement System Of Texas
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First Community Trust Na
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Nomura Asset Management Co Ltd
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Versant Capital Management, Inc
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
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TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
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Northwestern Mutual Wealth Management Co
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Triumph Capital Management
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Cornerstone Select Advisors, LLC
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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Allianz Asset Management GmbH
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Salem Investment Counselors Inc
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Squarepoint Ops LLC
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