|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
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|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Nordea Investment Management Ab
|
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|
U S Global Investors Inc
|
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|
Centaurus Financial, Inc.
|
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|
Sanctuary Advisors, LLC
|
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Core Wealth Partners LLC
|
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|
Brandes Investment Partners, Lp
|
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Equitable Trust Co
|
|
|
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Narwhal Capital Management
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
High Note Wealth, LLC
|
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|
|
|
North Dakota State Investment Board
|
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|
Robertson Stephens Wealth Management, LLC
|
|
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|
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|
Horizon Funds - Horizon Core Equity ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
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|
|
Confluence Wealth Services, Inc.
|
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|
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|
Princeton Global Asset Management LLC
|
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|
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|
Agf Management Ltd
|
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Comstock Contrarian Equity ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
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|
Lazari Capital Management, Inc.
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
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|
National Bank Of Canada /fi/
|
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Denali Advisors Llc
|
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HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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Barr E S & Co
|
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Bellevue Asset Management, Llc
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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XML Financial, LLC
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Moors & Cabot, Inc.
|
|
|
|
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FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
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Polymer Capital Management (US) LLC
|
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
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Cornerstone Planning Group LLC
|
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Hilltop Holdings Inc.
|
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Cinctive Capital Management LP
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
CWA Asset Management Group, LLC
|
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44 Wealth Management Llc
|
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Martingale Asset Management L P
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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FSAOX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Alternatives Fund
|
|
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|
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|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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Ameritas Investment Partners, Inc.
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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New Hampshire Trust
|
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|
Asset Advisors Investment Management, LLC
|
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|
Osmosis Investment Management UK Ltd
|
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AMG National Trust Bank
|
|
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Sun Group Wealth Partners
|
|
|
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|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
OpenArc Corporate Advisory, LLC
|
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|
Meeder Asset Management Inc
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
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City State Bank
|
|
|
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
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|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
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|
Fortitude Family Office, LLC
|
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|
Perkins Coie Trust Co
|
|
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|
Tudor Investment Corp Et Al
|
|
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|
Silver Grove Financial Group, Inc.
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
MQRIX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Fell Capital Management /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
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|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Asset One Wealth Management LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
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|
|
Tevis Investment Management
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Prosperity Bancshares Inc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
MFVL - RBB FUND, INC. - Motley Fool Value Factor ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Adkins Seale Capital Management Llc
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Enhanced Income Opportunity ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
XCHG - AB Active ETFs, Inc. - AB US Equity ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
Downshift Financial, LLC
|
|
|
|
|
|
VVLIX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class I
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
ESGGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
VVEIX - Venerable Variable Insurance Trust - Venerable US Large Cap Core Equity Fund Class I
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Bravera Wealth
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B2
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Stg Securities, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
AKAF - ETF Series Solutions - The Frontier Economic Fund
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Avail Investment Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
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|
|
|
|
Keel Point, LLC
|
|
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|
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|
First Command Advisory Services, Inc.
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Diversify Advisory Services, LLC
|
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|
Equitable Holdings, Inc.
|
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|
Farmers & Merchants Investments Inc
|
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Mutual Advisors, LLC
|
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|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
First Horizon Corp
|
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|
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|
Pflug Koory, LLC
|
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|
Summit Financial, LLC
|
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|
Richwood Investment Advisors, LLC
|
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|
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|
Easterly Investment Partners Llc
|
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|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
FTXD - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Cornerstone Financial Management LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
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|
Nvwm, Llc
|
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|
|
|
|
Lazard Asset Management Llc
|
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|
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|
Certified Advisory Corp
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Loomis Sayles & Co L P
|
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|
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|
Planning Strategies Inc.
|
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|
Credit Agricole S A
|
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|
Swedbank AB
|
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|
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|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Strive Financial Group ,LLC
|
|
|
|
|
|
Andrews Advisory Associates, LLC
|
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|
|
Parkside Investments, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Tannin Capital LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
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|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
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|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Sankala Group LLC
|
|
|
|
|
|
Horizon Funds - Horizon Dividend Income ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B3
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Wealth Enhancement Trust Services, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
PBU - The Pension Fund of Early Childhood & Youth Educators
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
AAUA - EA Series Trust - Alpha Architect US Equity 3 ETF
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
AVOS - EA Series Trust - Avos Global Equities ETF
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
JKD - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Oakmont Advisory Group, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Pinebridge Investments Llc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Income Insurance Ltd
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Acumen Wealth Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
SFAFX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Factor Allocation Fund Institutional Shares
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
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Allianz Se
|
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Twin Capital Management Inc
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Nautilus Advisors LLC
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Segall Bryant & Hamill, Llc
|
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Sargent Investment Group, LLC
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|
Zwj Investment Counsel Inc
|
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|
Trust Point Inc.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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|
Profunds - Profund Vp Bull
|
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|
CAPROCK Group, Inc.
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
First National Trust Co
|
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|
Smart Portfolios, LLC
|
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|
Processus Wealth & Capital Management, LLC
|
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|
Blue Sparrow, LLC /DE
|
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|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
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|
St. Johns Investment Management Company, LLC
|
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|
Graham Capital Management, L.P.
|
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Leonteq Securities AG
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
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|
YANKCOM Partnership
|
|
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Sunrise Financial Services, LLC
|
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UBS Group AG
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EFG International AG
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Westside Investment Management, Inc.
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Quotient Wealth Partners, LLC
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Ag2r La Mondiale Gestion D'actifs
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Investment Research & Advisory Group, Inc.
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Ami Investment Management Inc
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Kcm Investment Advisors Llc
|
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StoneX Group Inc.
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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|
J.Safra Asset Management Corp
|
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|
Cedar Mountain Advisors, LLC
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Strs Ohio
|
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BOK Financial Private Wealth, Inc.
|
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1015 Capital Partners, LLC
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Massmutual Trust Co Fsb/adv
|
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Stifel Financial Corp
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
WP Advisors, LLC
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Vision Financial Markets Llc
|
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DJE Kapital AG
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
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|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
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|
Hm Payson & Co
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
FORA Capital, LLC
|
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|
CIBC Bancorp USA Inc.
|
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Proficio Capital Partners LLC
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SFE Investment Counsel
|
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Citizens Financial Group Inc/ri
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Mackenzie Financial Corp
|
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Advisory Services Network, LLC
|
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|
NewEdge Wealth, LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
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|
IHT Wealth Management, LLC
|
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF
|
|
|
|
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|
Werba Rubin Papier Wealth Management
|
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|
Mill Capital Management, LLC
|
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Lbmc Investment Advisors, Llc
|
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Plimoth Trust Co Llc
|
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Hunter Associates Investment Management Llc
|
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Family Wealth Partners, Llc
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
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|
Commonwealth Equity Services, Llc
|
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Cromwell Holdings LLC
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|
Compass Financial Management Llc
|
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Personal Cfo Solutions, Llc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
SNS Financial Group, LLC
|
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|
Manchester Capital Management LLC
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
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|
Douglas Lane & Associates, LLC
|
|
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|
SmartHarvest Portfolios, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
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|
|
Horizon Investments, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
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|
Dunhill Financial, LLC
|
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|
Susquehanna International Group, Llp
|
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|
Prudential Financial Inc
|
|
|
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|
Hughes Financial Services, LLC
|
|
|
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|
CIBC World Markets Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
3 Factor Indexing, Llc
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Evolve Private Wealth, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
WSGE - EA Series Trust - Warren Street Global Equity ETF
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
PensionDanmark Pensionsforsikringsaktieselskab
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Nvest Wealth Strategies, Inc.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Arwa Llc
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Merrithew & Thorsten Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
BCV Asset Management Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Spartan Wealth Advisory Services LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Birch Financial Group, Llc
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Venerable Variable Insurance Trust - Venerable World Equity Fund Class V
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Torren Management, LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
JKI - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Peak Retirement Planning, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Tidal Trust I - The Free Markets ETF
|
|
|
|
|
|
KERR FINANCIAL PLANNING Corp
|
|
|
|
|
|
Essential Partners LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
JKG - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Summitpoint Capital Management
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
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Cassaday & Co Wealth Management LLC
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Nicholas Hoffman & Company, LLC.
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|
Commonwealth Financial Services, LLC
|
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Bank & Trust Co
|
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|
Kozak & Associates, Inc.
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|
Apella Capital, LLC
|
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|
C M Bidwell & Associates Ltd
|
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|
Parcion Private Wealth LLC
|
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|
Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Grove Bank & Trust
|
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|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
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|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
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|
Pallas Capital Advisors LLC
|
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|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
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|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Voya Infrastructure, Industrials & Materials Fund
|
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|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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Truvestments Capital Llc
|
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MNZL - EA Series Trust - Manzil Russell Halal USA Broad Market ETF
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Carnegie Capital Asset Management, LLC
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Capital Advisors, Ltd. LLC
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Cim Investment Mangement Inc
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denkapparat Operations GmbH
|
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Exchange Bank
|
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Allworth Financial LP
|
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Swiss National Bank
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
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|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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|
Waller Financial Planning Group, Inc
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Pitcairn Wealth Advisors LLC
|
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|
Financial Management Professionals, Inc.
|
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ArrowMark Colorado Holdings LLC
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Mork Capital Management, LLC
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UNIVEST FINANCIAL Corp
|
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Poinciana Advisors Group, Llc
|
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Wedmont Private Capital
|
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Rasp Wealth Solutions, Llc
|
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Hills Bank & Trust Co
|
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|
Fortis Group Advisors, LLC
|
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Florida Financial Advisors, Llc
|
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Fearless Solutions, LLC dba Best Invest
|
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Unified Investment Management
|
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Ausdal Financial Partners, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Manske Wealth Management
|
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|
BankPlus Trust Department
|
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|
McIlrath & Eck, LLC
|
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|
West Family Investments, Inc.
|
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MetLife Investment Management, LLC
|
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Cullinan Associates Inc
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
Rede Wealth, LLC
|
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|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
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|
|
Formidable Asset Management, LLC
|
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|
Financial Freedom, LLC
|
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|
IMG Wealth Management, Inc.
|
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XTX Topco Ltd
|
|
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|
|
Holderness Investments Co
|
|
|
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|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
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|
|
UniSuper Management Pty Ltd
|
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|
Matisse Capital
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Signature Equity Partners, LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
|
Ofi Invest Asset Management
|
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|
Seacrest Wealth Management, Llc
|
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|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
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|
|
Charter Trust Co
|
|
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|
|
Birch Hill Investment Advisors LLC
|
|
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|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Pcg Asset Management, Llc
|
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|
|
Gladstone Institutional Advisory LLC
|
|
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|
|
|
SS&H Financial Advisors, Inc.
|
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|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Caerus Investment Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
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|
|
|
|
Mlp3, Llc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
DFAM - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Henshaw Capital LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Focused Alpha, Llc
|
|
|
|
|
|
FMIL - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
South Shore Capital Advisors
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
SPXD - DBX ETF TRUST - Xtrackers S&P 500 Diversified Sector Weight ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Investors Portfolio Services LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Langley Wealth Management, Llc
|
|
|
|
|
|
Swiss Re Ltd
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Markowski Investments
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Storgate, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B3
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Bull Harbor Capital LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B4
|
|
|
|
|
|
Rare Wolf Capital LLC
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
SEA - ETF Series Solutions - U.S. Global Sea to Sky Cargo ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Emerald Investment Advisers, LLC
|
|
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Broadwater Capital Management Llc
|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
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|
Investors Research Corp
|
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|
Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
Ostrum Asset Management
|
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|
Nisa Investment Advisors, Llc
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
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|
Vident Advisory, LLC
|
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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|
Avalon Trust Co
|
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|
Adirondack Trust Co
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
Knightsbridge Asset Management, Llc
|
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Tower Wealth Partners, Inc.
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
JETSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Hsbc Holdings Plc
|
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First Trust Advisors Lp
|
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Insigneo Advisory Services, Llc
|
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|
Jacobs & Co/ca
|
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Level Four Advisory Services, Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
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|
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|
Strengthening Families & Communities, LLC
|
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Mosley Wealth Management
|
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|
ESGY - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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|
Johnson Investment Counsel Inc
|
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|
Mercer Global Advisors Inc /adv
|
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Garrison Point Advisors, Llc
|
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|
Cambridge Advisors Inc.
|
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|
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
|
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|
RMB Capital Management, LLC
|
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|
Opal Wealth Advisors, LLC
|
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Excalibur Management Corp
|
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Nykredit A/S
|
|
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MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Tema Etfs Llc
|
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Smith, Moore & Co.
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
IMC-Chicago, LLC
|
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Clg Llc
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Seneschal Advisors, LLC
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
Continuum Advisory, LLC
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
O'ROURKE & COMPANY, Inc
|
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Blume Capital Management, Inc.
|
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Turtle Creek Wealth Advisors, LLC
|
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YHB Investment Advisors, Inc.
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
Precedent Wealth Partners, Llc
|
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Clayton Partners LLC
|
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Capital Research Global Investors
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Fulton Bank, N.a.
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
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|
626 Financial, LLC
|
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|
Private Wealth Asset Management, LLC
|
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|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
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|
Wbh Advisory Inc
|
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|
Global View Capital Management LLC
|
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Resonant Capital Advisors, LLC
|
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Birchwood Financial Partners, Inc.
|
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|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
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|
BlackRock ETF Trust - iShares Large Cap Value Active ETF
|
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
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|
Empowered Funds, LLC
|
|
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|
Vanguard Global Advisers, LLC
|
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|
Philip James Wealth Mangement, LLC
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
McGowan Group Asset Management, Inc.
|
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|
Sixth Street Partners Management Company, L.P.
|
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|
Woodmont Investment Counsel Llc
|
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|
Fairscale Capital, LLC
|
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|
Financial Perspectives, Inc
|
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|
Garner Asset Management Corp
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
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|
Dakota Wealth Management
|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
Cambria Investment Management, L.P.
|
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|
Tiemann Investment Advisors, Llc
|
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|
WealthCollab, LLC
|
|
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|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
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|
Millington Securities, Llc
|
|
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|
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|
Ameritas Advisory Services, LLC
|
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|
|
|
Profunds - Profund Vp Ultrabull
|
|
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|
|
Ossiam
|
|
|
|
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|
Bare Financial Services, Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
NOEQ - Northern Funds - Northern Trust Us Equity Etf
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Ares Financial Consulting, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
NTSD - WisdomTree Trust - WisdomTree Efficient U.S. Plus International Equity Fund
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Vanguard Capital Management Llc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Usa Financial Formulas
|
|
|
|
|
|
Basecamp Wealth Advisors LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Danske Bank A/s
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Basepoint Wealth LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Bayban
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
AVTM - AMERICAN CENTURY ETF TRUST - Avantis Total Equity Markets ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Veratis Advisors, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Millennium Capital Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Diversified Management Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Defiance ETFs, LLC
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Opal Capital Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
EJMK Ventures LLC
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Burton Enright Welch
|
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|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
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|
Old Point Trust & Financial Services N A
|
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|
JMN Financial LLC
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
Fiduciary Group LLC
|
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|
Capstone Wealth Management, LLC
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
BRYN MAWR TRUST Co
|
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|
Brown Brothers Harriman & Co
|
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|
Evanson Financial, LLC
|
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Elevated Financial Group LLC
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
Perennial Advisors, LLC
|
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|
Everhart Financial Group, Inc.
|
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|
Spectrum Wealth Advisory Group, LLC
|
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|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and XRP 75/25 Strategy ETF
|
|
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|
Quantinno Capital Management LP
|
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|
JTC Employer Solutions Trusteee Ltd
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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|
Norges Bank
|
|
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|
Busey Wealth Management
|
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|
RGI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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|
Paradigm Asset Management Co Llc
|
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Investment Management Corp of Ontario
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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Wiley Bros.-aintree Capital, Llc
|
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Smith Thornton Advisors LLC
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Xxi Wealth, Llc
|
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Td Private Client Wealth Llc
|
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ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Maryland Capital Advisors Inc.
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
Levin Capital Strategies, L.p.
|
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Counterpoint Mutual Funds LLC
|
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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SPYI - SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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PWC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
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|
|
Vanguard National Trust Co
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Triumph Capital Management
|
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|
WealthBridge Investment Counsel Inc.
|
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ACR Alpine Capital Research, LLC
|
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Asset Management One Co., Ltd.
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Your Advocates Ltd., LLP
|
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|
Proffitt & Goodson Inc
|
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Jaffetilchin Investment Partners, LLC
|
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|
Lecap Asset Management Ltd
|
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|
Global Retirement Partners, LLC
|
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|
Jamison Private Wealth Management, Inc.
|
|
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|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
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|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
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|
Park Place Capital Corp
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
ORG Wealth Partners, LLC
|
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|
Northwest & Ethical Investments L.P.
|
|
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|
Baker Avenue Asset Management, LP
|
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|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Steadtrust LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
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|
|
waypoint wealth counsel
|
|
|
|
|
|
Eurizon Capital SGR S.p.A.
|
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|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
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|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Godfrey Financial Associates, Inc.
|
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|
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|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Legend Capital Advisors LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Larry Mathis Financial Planning, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
JKF - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Sage Investment Advisers LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Tidal Trust III - VistaShares Target 15TM S&P 100 Distribution ETF
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Sagewood Asset Management LP
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
American State Bank (Iowa)
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
FB - PROSHARES TRUST - ProShares S&P 500 Dynamic Buffer ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
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|
Archer Investment Corp
|
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|
HEIFX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
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|
Financial Network Wealth Advisors LLC
|
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
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|
Intech Investment Management Llc
|
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CoreFirst Bank & Trust
|
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Aviva Plc
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Galilei Investment Office LLP
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Legacy Trust
|
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Byrne Asset Management LLC
|
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Bfsg, Llc
|
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|
UMA Financial Services, Inc.
|
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Waddell & Associates, Llc
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Northstar Asset Management Llc
|
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Crews Bank & Trust
|
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Tower Bridge Advisors
|
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La Banque Postale Asset Management SA
|
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Verdence Capital Advisors LLC
|
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Jones Financial Companies Lllp
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Kingdon Capital Management, L.l.c.
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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West Michigan Advisors, Llc
|
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Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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Next Capital Management LLC
|
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Oxford Financial Group Ltd
|
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SJS Investment Consulting Inc.
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
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|
|
Marex Group plc
|
|
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McMillan Office, Inc.
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
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|
Public Employees Retirement System Of Ohio
|
|
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Nbc Securities, Inc.
|
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VSTIX - VALIC Co I - Stock Index Fund
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
PSI Advisors, LLC
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
BBB - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
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|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
|
CFS Investment Advisory Services, LLC
|
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Lcnb Corp
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
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|
Evelyn Partners Investment Management (Europe) Ltd
|
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|
Tradewinds Capital Management, LLC
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
Colony Group, LLC
|
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Copia Wealth Management
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
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|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
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|
|
Evergreen Wealth Solutions, LLC
|
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|
Severin Investments, LLC
|
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|
Romano Brothers And Company
|
|
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|
CVA Family Office, LLC
|
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|
IVC Wealth Advisors LLC
|
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|
Pathstone Holdings, LLC
|
|
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|
Oslo Pensjonsforsikring AS
|
|
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|
Coastal Bridge Advisors, LLC
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
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|
|
TACU - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Active Core U.S. Equity ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
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|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
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|
Reik & Co., Llc
|
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|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
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|
|
SG Americas Securities, LLC
|
|
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|
|
Penobscot Investment Management Company, Inc.
|
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|
|
Montgomery Investment Management Inc
|
|
|
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|
|
Atlantic Edge Private Wealth Management, LLC
|
|
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|
|
|
L2 Asset Management, LLC
|
|
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|
|
First Manhattan Co
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Pinnacle Financial Partners, Inc.
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Horizon Funds - Horizon Managed Risk ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Flatrock Wealth Partners LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Delaney Capital Management Ltd.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
DGS Capital Management, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Southern Michigan Bank & Trust
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
PROSHARES TRUST - ProShares Ultra S&P 500 Equal Weight
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Kintayl Capital LP
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
McKinney Capital Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Beacon Financial Strategies CORP
|
|
|
|
|
|
RAUS - EA Series Trust - RACWI US ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Envision Financial Planning, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Storebrand Asset Management As
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Aventura Private Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
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First Nebraska Trust Co
|
|
|
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|
|
Hudson Portfolio Management LLC
|
|
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|
Motco
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
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|
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|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
Woodstock Corp
|
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|
Viking Global Investors Lp
|
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|
Groupama Asset Managment
|
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|
Chilton Capital Management Llc
|
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|
JDVL - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value Select ETF
|
|
|
|
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|
BRES - EA Series Trust - Burney U.S. Equity Select ETF
|
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|
Mutual Of America Capital Management Llc
|
|
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|
Sigma Planning Corp
|
|
|
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|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
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|
Atomi Financial Group, Inc.
|
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|
Consultiva Wealth Management, Corp.
|
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|
Smartleaf Asset Management LLC
|
|
|
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|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
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|
|
Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
|
Summit Wealth Group Llc / Co
|
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|
TCG Advisory Services, LLC
|
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|
Parvin Asset Management, LLC
|
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|
Fort Sheridan Advisors Llc
|
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|
Bank Of America Corp /de/
|
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|
Hamel Associates, Inc.
|
|
|
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|
Allstate Corp
|
|
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|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
Sittner & Nelson, Llc
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Public Employees Retirement Association Of Colorado
|
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|
|
Glenview Trust Co
|
|
|
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|
|
Brucke Financial, Inc.
|
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|
Kestra Advisory Services, LLC
|
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|
Genus Capital Management Inc.
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Benin Management CORP
|
|
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|
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|
Kestra Private Wealth Services, Llc
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
United Financial Planning Group LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
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|
|
|
Curated Wealth Partners LLC
|
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|
NorthRock Partners, LLC
|
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|
Clean Yield Group
|
|
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|
Financial Connections Group, Inc.
|
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|
Vontobel Holding Ltd.
|
|
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|
Sentry LLC
|
|
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|
IYT - iSHARES TRUST - iShares Transportation Average ETF
|
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|
Morgan Stanley
|
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|
Snowwater Investment Partners, Llc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Fort Point Capital Partners LLC
|
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|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
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|
|
|
Pingora Partners LLC
|
|
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|
Golden State Wealth Management, LLC
|
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|
Key FInancial Inc
|
|
|
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|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Pine Valley Investments Ltd Liability Co
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
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|
Atwood & Palmer Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Verdad Advisers, LP
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
TIAA Wealth Investment Management LLC
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Purpose Unlimited Inc.
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Westchester Capital Management, LLC
|
|
|
|
|
|
New South Capital Management Inc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
My Portfolio Guide, LLC
|
|
|
|
|
|
Alliance Private Wealth, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
OP Asset Management Ltd
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Owl Creek Wealth Partners LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Third View Private Wealth, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
ALCDX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and Solana 75/25 Strategy ETF
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Womack Financial LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Gilpin Wealth Management, Llc
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
GTPE - Goldman Sachs ETF Trust - Goldman Sachs MSCI World Private Equity Return Tracker ETF
|
|
|
|
|
|
Excelsior Advisor Network LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PlanVest Financial, Inc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
|
|
Northcape Wealth Management, Llc
|
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|
|
Gotham Asset Management, LLC
|
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|
Plancorp, LLC
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
S-Bank Fund Management Ltd
|
|
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|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
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|
|
ExodusPoint Capital Management, LP
|
|
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|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
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|
|
Fire Capital Management LLC
|
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|
Strategic Wealth Partners, Ltd.
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|
iA Global Asset Management Inc.
|
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Cary Street Partners Financial Llc
|
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
General Pension Society PZU Joint Stock Co
|
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180 Wealth Advisors, Llc
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Clarkston Capital Partners, LLC
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Walker Asset Management, LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Asset Planning,Inc
|
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AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
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Chicago Partners Investment Group LLC
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Coston, McIsaac & Partners
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Somerset Trust Co
|
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Kemnay Advisory Services Inc.
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Shelton Capital Management
|
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Frank, Rimerman Advisors LLC
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WASHINGTON TRUST Co
|
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Three Bearings Fiduciary Advisors, Inc.
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
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|
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PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
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|
BlackRock, Inc.
|
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|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Smith Shellnut Wilson Llc /adv
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
Indivisible Partners
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
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|
Mw Advisory, Llc
|
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Southeast Asset Advisors Inc.
|
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Atlantic Union Bankshares Corp
|
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ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
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|
Harbor Investment Advisory, Llc
|
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Tcw Group Inc
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Sequoia Financial Advisors, LLC
|
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Klp Kapitalforvaltning As
|
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Twin Tree Management, LP
|
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Naples Global Advisors, Llc
|
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Allen Wealth Management, Llc
|
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Claro Advisors LLC
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
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|
J. R. Prunier Capital Management LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
|
Navalign, LLC
|
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
Wilkerson Advisory Group LLC
|
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|
Loudon Investment Management, LLC
|
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Kornitzer Capital Management Inc /ks
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
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|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
Ironwood Investment Counsel, LLC
|
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Meridian Management Co
|
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|
L & S Advisors Inc
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Jain Global LLC
|
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Castleark Management Llc
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
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|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
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|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
Forum Finance Group S.A.
|
|
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|
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|
CHRI - Global X Funds - Global X S&P 500 Christian Values ETF
|
|
|
|
|
|
Medallion Wealth Advisors, LLC
|
|
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
Manning & Napier Advisors Llc
|
|
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|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Havemeyer Place LP
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Fideuram - Intesa Sanpaolo Private Banking S.p.a.
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Hilton Head Capital Partners, LLC
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
WAMA - WisdomTree Trust - WisdomTree U.S. Adaptive Moving Average Fund
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Frec Markets, Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and Ethereum 75/25 Strategy ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Elevated Private Wealth, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Vanguard Portfolio Management Llc
|
|
|
|
|
|
VANGUARD ASSET MANAGEMENT, Ltd
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
PFDE - RBB Fund Trust - Pathfinder Disciplined US Equity ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Saranac Partners Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
AAEQ - EA Series Trust - Alpha Architect US Equity 2 ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
PFA Pension, Forsikringsaktieselskab
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Jupiter Topco LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Z3 Capital Partners, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
NorthAvenue LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Capitolis Liquid Global Markets Llc
|
|
|
|
|
|
Clark Wealth Partners
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
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Fideuram Asset Management (Ireland) dac
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Commerce Advisors, LLC
|
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|
Keating Financial Advisory Services, Inc.
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Rosenberg Matthew Hamilton
|
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|
Delaware Management Holdings, Inc.
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Columbia Asset Management
|
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Summitry Llc
|
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|
Pure Financial Advisors, Inc.
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|
Nomura Holdings Inc
|
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Capital Asset Advisory Services LLC
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Luminist Capital LLC
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|
Edge Wealth Management LLC
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Weaver Capital Management LLC
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Burns J W & Co Inc/ny
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Joel Isaacson & Co., LLC
|
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Dumont & Blake Investment Advisors Llc
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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Victory Capital Management Inc
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New York State Teachers Retirement System
|
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Vanguard Fiduciary Trust Co
|
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Deseret Mutual Benefit Administrators
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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Lifetime Wealth Management P.C.
|
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
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|
Activest Wealth Management
|
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Kelman-Lazarov, Inc.
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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New Age Alpha Advisors, LLC
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Boothbay Fund Management, Llc
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Larson Financial Group LLC
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Ramsay, Stattman, Vela & Price, Inc.
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ProShare Advisors LLC
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Birmingham Capital Management Co Inc/al
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Td Asset Management Inc
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Centiva Capital, LP
|
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Keynote Financial Services Llc
|
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Sentinus, LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Institute for Wealth Management, LLC.
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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Investment House Llc
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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RD Lewis Holdings, Inc.
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Evelyn Partners Investment Management LLP
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Legacy Financial Advisors, Inc.
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Welch Group, LLC
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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Aptus Capital Advisors, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Royal London Asset Management Ltd
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Lansforsakringar Fondforvaltning AB (publ)
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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CNB Bank
|
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Roundview Capital LLC
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Machina Capital S.a.s.
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Abound Financial, Llc
|
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North Growth Management Ltd.
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Covestor Ltd
|
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BIP Wealth, LLC
|
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Verition Fund Management LLC
|
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Security National Bank
|
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|
Bullock Wealth Management Group
|
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Weatherly Asset Management L. P.
|
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Tyche Wealth Partners LLC
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SHP Wealth Management
|
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GEW - EA Series Trust - Cambria Global EW ETF
|
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|
Daymark Wealth Partners, Llc
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
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|
Cornerstone Wealth Group, LLC
|
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|
Garrett Investment Advisors LLC
|
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|
Cvfg Llc
|
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Aqr Capital Management Llc
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Onefund, Llc
|
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|
Institutional Investment Strategy Fund
|
|
|
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|
|
FRG Family Wealth Advisors LLC
|
|
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|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
Childress Capital Advisors, Llc
|
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|
|
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|
Prelude Capital Management, Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
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|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Integrity Alliance, Llc.
|
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|
|
|
Two Sigma Securities, Llc
|
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|
|
Hartford Investment Management Co
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
S Harris Financial Group, LLC
|
|
|
|
|
|
Action Point Financial Planning, Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Independent Financial Group, Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
TritonPoint Partners, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Investment Research Partners LLC
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MidFirst Bank
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
SEB Asset Management AB
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B2
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Rhodes Investment Advisors Inc /adv
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Legacy Advisors, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Wright Fund Managment, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
GXLC - Global X Funds - Global X U.S. 500 ETF
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Kiltearn Partners LLP
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Cambient Family Office, Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
TriCert Investment Counsel Inc.
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Virginia Estate & Retirement Planning Advisors Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Evelyn Partners Group Ltd
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
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|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
|
Nemes Rush Group LLC
|
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|
Korea Investment CORP
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
BRIF - FIS Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
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|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
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|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
Invesco Ltd.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Versant Capital Management, Inc
|
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|
|
|
|
Courier Capital Llc
|
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|
Atlantic Trust, LLC
|
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
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|
|
NEOS Investment Management LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
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|
Kestra Investment Management, LLC
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
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|
|
Diversified Trust Co
|
|
|
|
|
|
USEW - EA Series Trust - Cambria US EW ETF
|
|
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|
|
|
ROSS\JOHNSON & Associates LLC
|
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|
|
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|
Sfam, Llc
|
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Oxford Asset Management Llp
|
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|
Blackstone Group Inc
|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
ASR Vermogensbeheer N.V.
|
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Sepio Capital, LP
|
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Exchange Traded Concepts, Llc
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
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71 West Capital Partners
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
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|
Tiaa-cref Individual & Institutional Services, Llc
|
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Teacher Retirement System Of Texas
|
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|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
Clear Trail Advisors, LLC
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Raiffeisen Bank International AG
|
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New York State Common Retirement Fund
|
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Hanson & Doremus Investment Management
|
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|
BCS Private Wealth Management, Inc.
|
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|
Delta Investment Management, LLC
|
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Conning Inc.
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
Lord, Abbett & Co. Llc
|
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|
Alphadyne Asset Management, LLC
|
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|
Arjuna Capital
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
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|
|
|
Silver Coast Investments LLC
|
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|
|
Nilsine Partners, LLC
|
|
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|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
AlTi Global, Inc.
|
|
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|
|
Bank Of Nova Scotia
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
CAPITAL-FORCE ETF TRUST - CapForce IBD Breakout Opportunities ETF
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DV Trading LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Raffa Wealth Management, Llc
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Sound Capital Solutions LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Navigate Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
AlphaGrep UK Ltd
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Green Ridge Wealth Planning LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Athena Wealth Management, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Southeastern Asset Management Inc/tn/
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Vaquero Private Wealth, Ltd
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Aventus Investment Advisors, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Boosted S&P 500(R) High Income ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Range Advisory, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Pioneer Family Office, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
HSPX - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
PCM Encore, LLC
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Swiss Life Asset Management Ltd
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
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FT Vest Hedged Equity Income Fund: Series B1
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Clear Harbor Asset Management, LLC
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Citadel Advisors Llc
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SummitTX Capital, L.P.
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Grimes & Company, Inc.
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Caxton Associates Llp
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United Asset Strategies, Inc.
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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Ignite Planners, LLC
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
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Strategic Investment Solutions, Inc. /IL
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Partnership Wealth Management, LLC
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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Highline Wealth Partners Llc
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Clear Creek Financial Management, LLC
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Fort Washington Investment Advisors Inc /oh/
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Mariner, LLC
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Hexagon Capital Partners LLC
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Vanguard Investments Australia, Ltd.
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Sound View Wealth Advisors Group, LLC
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BLPIX - Profunds - Bull Profund Investor Class
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Czech National Bank
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Regatta Research & Money Management
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Cm Wealth Advisors Llc
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Westshore Wealth, LLC
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Drive Wealth Management, Llc
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Breakwater Capital Group
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Foster & Motley Inc
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
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Bank Julius Baer & Co. Ltd, Zurich
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Umpqua Bank
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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Alerus Financial Na
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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Dayah Capital LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Baird Financial Group, Inc.
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Corsicana & Co.
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Parkside Financial Bank & Trust
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Baldwin Investment Management, LLC
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AlphaStar Capital Management, LLC
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Bienville Capital Management, LLC
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CLARET ASSET MANAGEMENT Corp
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
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DeepCurrents Investment Group LLC
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Fielder Capital Group LLC
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Compass Wealth Management LLC
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Goldman Sachs Group Inc
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
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Anchyra Partners Llc
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Federation des caisses Desjardins du Quebec
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Quent Capital, LLC
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