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Dakota Wealth Management
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
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|
Benin Management CORP
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
|
Steel Peak Wealth Management LLC
|
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|
Change Path, LLC
|
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|
Wealth Group, Ltd.
|
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Tudor Investment Corp Et Al
|
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|
Hanson & Doremus Investment Management
|
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|
State of Wyoming
|
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|
JNBA Financial Advisors
|
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|
Entropy Technologies, LP
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Sumitomo Life Insurance Co
|
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|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
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|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
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|
Foster & Motley Inc
|
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Robinson Value Management, Ltd.
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Fiduciary Trust Co
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
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|
Sound Income Strategies, LLC
|
|
|
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|
Princeton Global Asset Management LLC
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
New Mexico Educational Retirement Board
|
|
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|
Petros Family Wealth, LLC
|
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|
Intech Investment Management Llc
|
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CENTRAL TRUST Co
|
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|
Hamel Associates, Inc.
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
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|
Signature Resources Capital Management, LLC
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
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|
Trust Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
|
|
Cookson Peirce & Co Inc
|
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|
|
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|
Mission Creek Capital Partners, Inc.
|
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|
Atticus Wealth Management, Llc
|
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|
Laurel Wealth Advisors LLC
|
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|
Ami Investment Management Inc
|
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|
Manchester Capital Management LLC
|
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|
Longfellow Investment Management Co Llc
|
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Strs Ohio
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
RIA Advisory Group LLC
|
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|
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|
First Commonwealth Financial Corp /pa/
|
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|
|
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|
Zrc Wealth Management, Llc
|
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|
LMR Partners LLP
|
|
|
|
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|
Burns J W & Co Inc/ny
|
|
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|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
|
|
FSA Wealth Management LLC
|
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|
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|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Richardson Financial Services Inc.
|
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|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
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|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
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|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
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|
New Covenant Trust Company, N.A.
|
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|
Fort Sheridan Advisors Llc
|
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|
Renaissance Technologies Llc
|
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|
Clayton Partners LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Schulhoff & Co Inc
|
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|
Walleye Trading LLC
|
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|
Brevan Howard Capital Management LP
|
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|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
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|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
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|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
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|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
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|
Nautilus Advisors LLC
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Bellevue Asset Management, Llc
|
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|
Erste Asset Management GmbH
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
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|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
|
Compass Capital Management, Inc
|
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|
|
|
|
Greenleaf Trust
|
|
|
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|
Delta Investment Management, LLC
|
|
|
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|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
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|
Pasadena Private Wealth, LLC
|
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|
MAI Capital Management
|
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SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
|
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|
Bnp Paribas
|
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|
Resonant Capital Advisors, LLC
|
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|
Sweeney & Michel, Llc
|
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|
Optas, LLC
|
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|
Palisade Asset Management, LLC
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
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|
|
Syntax Research, Inc.
|
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|
Willner & Heller, Llc
|
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|
Federated Hermes, Inc.
|
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|
Vivaldi Capital Management, LLC
|
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|
NewEdge Wealth, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
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|
Stratos Wealth Advisors, LLC
|
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Wiley Bros.-aintree Capital, Llc
|
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|
GWM Advisors LLC
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
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|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
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|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
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|
Johnson Financial Group, Inc.
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Brandywine Global Investment Management, LLC
|
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|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SNS Financial Group, LLC
|
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|
Creative Planning
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Hancock Whitney Corp
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
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|
|
Value Partners Investments Inc.
|
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|
|
Credential Securities Inc.
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
|
|
Pensionmark Financial Group, Llc
|
|
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|
|
|
Probity Advisors, Inc.
|
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|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Empirical Capital Management, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
Pure Portfolios Holdings Llc
|
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BLI - Banque de Luxembourg Investments
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Peak6 Llc
|
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|
Marshall Wace, Llp
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
Wall Street Access Asset Management, LLC
|
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|
Cherokee Insurance Co
|
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|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
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|
Vista Private Wealth Partners. LLC
|
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Busey Wealth Management
|
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BI Asset Management Fondsmaeglerselskab A/S
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Natixis Advisors, L.p.
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Mork Capital Management, LLC
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Bill Few Associates, Inc.
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|
Murphy & Mullick Capital Management Corp
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Clear Street Markets Llc
|
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|
Manufacturers Life Insurance Company, The
|
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Montag A & Associates Inc
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
Marble Harbor Investment Counsel, LLC
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|
Avantra Family Wealth, Inc.
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|
Compass Wealth Management LLC
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|
American Capital Advisory, LLC
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
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|
State Of Wisconsin Investment Board
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
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|
SEA - ETF Series Solutions - U.S. Global Sea to Sky Cargo ETF
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
WFA Asset Management Corp
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
GM Advisory Group, Inc.
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|
Utah Retirement Systems
|
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Nbt Bank N A /ny
|
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Salomon & Ludwin, LLC
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Alberta Investment Management Corp
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|
Capstone Investment Advisors, Llc
|
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Financial Management Professionals, Inc.
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Berkshire Asset Management Llc/pa
|
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Axxcess Wealth Management, Llc
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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|
Wealthspire Advisors, LLC
|
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|
Toroso Investments, LLC
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|
Perritt Capital Management Inc
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|
Twin Capital Management Inc
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Matthew 25 Management Corp
|
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|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
Klp Kapitalforvaltning As
|
|
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|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Putney Financial Group LLC
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|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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|
Ensign Peak Advisors, Inc
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Columbia Asset Management
|
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|
Horizon Investments, LLC
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|
Vickerman Investment Advisors, Inc.
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SOUTH STATE Corp
|
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|
Institutional Investment Strategy Fund
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Sei Investments Co
|
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Western Wealth Management, LLC
|
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|
Investment Management Corp of Ontario
|
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|
Sachetta, LLC
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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|
Mesirow Financial Investment Management, Inc.
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|
Modern Wealth Management, LLC
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|
Kingsview Wealth Management, LLC
|
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|
Investment House Llc
|
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|
Farmers & Merchants Investments Inc
|
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|
Avondale Wealth Management
|
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|
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class
|
|
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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|
Factory Mutual Insurance Co
|
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|
Atria Investments Llc
|
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|
Meeder Advisory Services, Inc.
|
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|
Okabena Investment Services Inc
|
|
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|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
|
Southeast Asset Advisors Inc.
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
Trifecta Capital Advisors, LLC
|
|
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|
Cibc World Markets Corp
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
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|
|
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
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|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
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|
|
Nicolet Advisory Services, Llc
|
|
|
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|
|
Estabrook Capital Management
|
|
|
|
|
|
Plancorp, LLC
|
|
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|
|
GAMMA Investing LLC
|
|
|
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|
Evermay Wealth Management Llc
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Southeastern Asset Management Inc/tn/
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Naples Global Advisors, Llc
|
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Td Private Client Wealth Llc
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TFB Advisors LLC
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Walleye Capital LLC
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DAVENPORT & Co LLC
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Kazazian Asset Management, LLC
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American Century Companies Inc
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|
Y-Intercept (Hong Kong) Ltd
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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V. M. Manning & Co., Inc.
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Aberdeen Wealth Management LLC
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Alpha Omega Wealth Management LLC
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PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
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|
LPL Financial LLC
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Fox Run Management, L.l.c.
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ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
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Illinois Municipal Retirement Fund
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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Asset Advisors Investment Management, LLC
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|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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Forsta Ap-fonden
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Lakeside Advisors, INC.
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
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Meridian Management Co
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Ausdal Financial Partners, Inc.
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Ameriprise Financial Inc
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Addison Advisors LLC
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
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Luken Investment Analytics, LLC
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Dynamic Advisor Solutions LLC
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
OMERS ADMINISTRATION Corp
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
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Paragon Capital Management LLC
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Mission Wealth Management, Lp
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Credential Qtrade Securities Inc.
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Bank Of Montreal /can/
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DMKC Advisory Services, LLC
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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Koshinski Asset Management, Inc.
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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Sittner & Nelson, Llc
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First Trust Advisors Lp
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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Jacobi Capital Management LLC
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Catalytic Wealth RIA, LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
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Piscataqua Savings Bank
|
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Essex Investment Management Co Llc
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Whipplewood Advisors, LLC
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Spf Beheer Bv
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RMG Wealth Management LLC
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Breakwater Capital Group
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Carnegie Capital Asset Management, LLC
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Pointe Capital Management LLC
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Plante Moran Financial Advisors, LLC
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Atlantic Union Bankshares Corp
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Keeler THomas Management LLC
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CI Private Wealth, LLC
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MASTERINVEST Kapitalanlage GmbH
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
|
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Two Sigma Advisers, Lp
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HighMark Wealth Management LLC
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Parr Mcknight Wealth Management Group, Llc
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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Advantage Trust Co
|
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|
German American Bancorp, Inc.
|
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Aldebaran Financial Inc.
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Natixis
|
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|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
Transcend Wealth Collective, Llc
|
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HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
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|
Arkadios Wealth Advisors
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Evergreen Capital Management Llc
|
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|
AllSquare Wealth Management LLC
|
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Aware Super Pty Ltd as trustee of Aware Super
|
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
Davis Capital Management
|
|
|
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|
LifeWealth Investments, LLC
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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Johnson Investment Counsel Inc
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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Forum Financial Management, LP
|
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Avion Wealth
|
|
|
|
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|
Baldwin Investment Management, LLC
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
PFS Partners, LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Philip James Wealth Mangement, LLC
|
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|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
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|
iA Global Asset Management Inc.
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
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|
|
Pingora Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
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|
|
First National Trust Co
|
|
|
|
|
|
General Pension Society PZU Joint Stock Co
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
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Processus Wealth & Capital Management, LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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Citizens Financial Group Inc/ri
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Parkworth Wealth Management, Inc.
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Physicians Financial Services, Inc.
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BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
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First Hawaiian Bank
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Consultiva Wealth Management, Corp.
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
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|
Mcdaniel Terry & Co
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|
Bank of New Hampshire
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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Assenagon Asset Management S.A.
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UBS Group AG
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Salem Investment Counselors Inc
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International Assets Investment Management, Llc
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Bradley & Co. Private Wealth Management, LLC
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Opal Wealth Advisors, LLC
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Regions Financial Corp
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VELA Investment Management, LLC
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LMG Wealth Partners, LLC
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National Pension Service
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Fi3 FINANCIAL ADVISORS, LLC
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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BOK Financial Private Wealth, Inc.
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Cvfg Llc
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Matrix Asset Advisors Inc/ny
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SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
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|
Bangor Savings Bank
|
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|
Rise Advisors, LLC
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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West Oak Capital, LLC
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Handelsbanken Fonder AB
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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Cascade Investment Advisors, Inc.
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
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Ceredex Value Advisors LLC
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Belpointe Asset Management LLC
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Pallas Capital Advisors LLC
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CIBC World Markets Inc.
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Impact Capital Partners LLC
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Collar Capital Management, LLC
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AlTi Global, Inc.
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Mbb Public Markets I Llc
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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We Are One Seven, LLC
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Cassia Capital Partners, LLC
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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Standard Life Aberdeen plc
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Grove Bank & Trust
|
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Parsons Capital Management Inc/ri
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Castleark Management Llc
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Smith Shellnut Wilson Llc /adv
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Anfield Capital Management, LLC
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Smithfield Trust Co
|
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Citadel Advisors Llc
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Meeder Asset Management Inc
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Wealth Architects, LLC
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Cambridge Financial Group, Inc.
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Insigneo Advisory Services, Llc
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CAPROCK Group, Inc.
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Valeo Financial Advisors, LLC
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|
Howard Capital Management Inc.
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Pinnacle Financial Partners Inc
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
LJI Wealth Management, LLC
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|
Dogwood Wealth Management LLC
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|
Rnc Capital Management Llc
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|
Raymond James Financial Inc
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|
MidWestOne Financial Group, Inc.
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|
Valued Wealth Advisors LLC
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|
Your Advocates Ltd., LLP
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|
Hartford Financial Management Inc.
|
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|
Galilei Investment Office LLP
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
|
Garner Asset Management Corp
|
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|
Goldman Sachs Group Inc
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
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|
|
|
Stone House Investment Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
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|
Harbor Investment Advisory, Llc
|
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|
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
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|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Soros Fund Management Llc
|
|
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|
|
|
Callahan Advisors, LLC
|
|
|
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|
|
BCS Wealth Management
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
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Stock Yards Bank & Trust Co
|
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Legacy Wealth Asset Management, LLC
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Mutual Of America Capital Management Llc
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|
DnB Asset Management AS
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Cardinal Point Capital Management, ULC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
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|
Optimize Financial Inc
|
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|
California Public Employees Retirement System
|
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|
Peak Financial Advisors Llc
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Wellington Shields & Co., LLC
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Level Four Advisory Services, Llc
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Paradoxiom Capital L.P.
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
|
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|
Beacon Capital Management, LLC
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|
Boreal Capital Management LLC
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Beacon Investment Advisors Llc
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NavPoint Financial, Inc.
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Equitable Trust Co
|
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Perennial Advisors, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Delta Asset Management Llc/tn
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First Horizon Advisors, Inc.
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
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Voya Infrastructure, Industrials & Materials Fund
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Full Sail Capital, LLC
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Premier Path Wealth Partners, LLC
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Circle Wealth Management, LLC
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Shell Asset Management Co
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Grant/GrossMendelsohn, LLC
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Group One Trading, L.p.
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Cascades Capital Asset Management, LLC
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Kcm Investment Advisors Llc
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MKT Advisors LLC
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Wbi Investments, Inc.
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Keel Point, LLC
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EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
Centaurus Financial, Inc.
|
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Riverview Trust Co
|
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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Silicon Valley Capital Partners
|
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Public Sector Pension Investment Board
|
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|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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|
Redwood Park Advisors LLC
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|
Forza Wealth Management, LLC
|
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|
Cwm, Llc
|
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Cohen & Steers, Inc.
|
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Profunds - Profund Vp Large-cap Value
|
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Aqr Capital Management Llc
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Ironwood Investment Counsel, LLC
|
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Hsbc Holdings Plc
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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Invesco Ltd.
|
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BigSur Wealth Management LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
TD Waterhouse Canada Inc.
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
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|
R Squared Ltd
|
|
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|
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|
Sagespring Wealth Partners, Llc
|
|
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|
Vident Advisory, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
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|
|
Alerus Financial Na
|
|
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|
United Advisor Group, LLC
|
|
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|
Tower Bridge Advisors
|
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|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
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Investment Management Corp /va/ /adv
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
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|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
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|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Sierra Ocean, Llc
|
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|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Mariner, LLC
|
|
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|
National Bank Of Canada /fi/
|
|
|
|
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|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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|
|
Weatherly Asset Management L. P.
|
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|
North Growth Management Ltd.
|
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|
Core Alternative Capital
|
|
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|
SevenBridge Financial Group, LLC
|
|
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|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
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|
Tortoise Investment Management, LLC
|
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Wedgewood Investors Inc /pa/
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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IFM Investors Pty Ltd
|
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|
Baker Avenue Asset Management, LP
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
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|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Nebula Research & Development LLC
|
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|
Apella Capital, LLC
|
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|
Cardinal Capital Management
|
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|
Intellectus Partners, LLC
|
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Fifth Third Wealth Advisors LLC
|
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|
Waddell & Associates, Llc
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Delta Financial Group, Inc.
|
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Old National Bancorp /in/
|
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Patrick M Sweeney & Associates, Inc
|
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|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
|
Guggenheim Capital Llc
|
|
|
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|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
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|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
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|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
|
Private Management Group Inc
|
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|
|
Family Legacy Financial Solutions, LLC
|
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Two Sigma Securities, Llc
|
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Aries Wealth Management
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
Romano Brothers And Company
|
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Tiemann Investment Advisors, Llc
|
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Wilsey Asset Management Inc
|
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APG Asset Management N.V.
|
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Point72 Asia (Singapore) Pte. Ltd.
|
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Clarius Group, LLC
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Park Square Financial Group, LLC
|
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Resources Management Corp /ct/ /adv
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
Tevis Investment Management
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
Lake Street Financial Llc
|
|
|
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|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
|
Octavia Wealth Advisors, LLC
|
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|
|
MBM Wealth Consultants, LLC
|
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|
|
Principia Wealth Advisory, LLC
|
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|
|
Quadrature Capital Ltd
|
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|
Chicago Partners Investment Group LLC
|
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|
First Pacific Financial
|
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
Waterloo Capital, L.P.
|
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|
Culbertson A N & Co Inc
|
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Nissay Asset Management Corp /japan/ /adv
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
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|
U S Global Investors Inc
|
|
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|
|
Garden State Investment Advisory Services LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Canada Pension Plan Investment Board
|
|
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|
|
Captrust Financial Advisors
|
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|
Capital Group Private Client Services, Inc.
|
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|
|
Signature Estate & Investment Advisors Llc
|
|
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|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Somerset Trust Co
|
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|
Motco
|
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Millennium Management Llc
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Phoenix Holdings Ltd.
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
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|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Meridian Investment Counsel Inc.
|
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Strategic Wealth Partners, Ltd.
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American Assets Investment Management, LLC
|
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Vanguard Group Inc
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Tang Capital Management Llc
|
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Wells Trecaso Financial Group, LLC
|
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Cabot Wealth Management Inc
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Pcg Asset Management, Llc
|
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Mendel Capital Management LLC
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Farther Finance Advisors, LLC
|
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
Brinker Capital Investments, LLC
|
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Penserra Capital Management LLC
|
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One Fin Capital Management LP
|
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|
Sage Investment Counsel LLC
|
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Sagefield Capital LP
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
|
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|
TCTC Holdings, LLC
|
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|
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|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
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|
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|
Valley Forge Investment Consultants Inc Adv
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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|
CX Institutional
|
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|
First Citizens Bank & Trust Co
|
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|
Harbor Advisors LLC
|
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|
KPP Advisory Services LLC
|
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|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
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|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Oppenheimer Asset Management Inc.
|
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Independence Bank of Kentucky
|
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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|
Pinnacle Associates Ltd
|
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|
Banque Cantonale Vaudoise
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
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|
Iron Horse Wealth Management, LLC
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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|
Corundum Group, Inc.
|
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Simplex Trading, Llc
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
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|
Ag2r La Mondiale Gestion D'actifs
|
|
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|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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|
Ci Investments Inc.
|
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|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
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|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
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|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
PFG Investments, LLC
|
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|
|
Legacy Capital Group California, Inc.
|
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|
Moloney Securities Asset Management, LLC
|
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|
Narwhal Capital Management
|
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|
Cornerstone Planning Group LLC
|
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|
Burney Co/
|
|
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|
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|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
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|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
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|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Nomura Asset Management Co Ltd
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Prestige Wealth Management Group LLC
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Parallel Advisors, LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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Pitcairn Co
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V-Square Quantitative Management LLC
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Crewe Advisors LLC
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Private Trust Co Na
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Pictet Asset Management Holding SA
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Aviso Financial Inc.
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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Meiji Yasuda Asset Management Co Ltd.
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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RFG Advisory, LLC
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Boston Family Office Llc
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Connor, Clark & Lunn Investment Management Ltd.
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Symphony Financial, Ltd. Co.
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Regent Peak Wealth Advisors LLC
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Kiltearn Partners LLP
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ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
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Allworth Financial LP
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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Landscape Capital Management, L.l.c.
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Clarkston Capital Partners, LLC
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Banco Santander, S.A.
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Team Financial Group, LLC
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Quantbot Technologies LP
|
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PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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DKRT Investments Corp.
|
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SRS Capital Advisors, Inc.
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Bradley Foster & Sargent Inc/ct
|
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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Syon Capital Llc
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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Fortis Group Advisors, LLC
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Fairscale Capital, LLC
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Dimensional Fund Advisors Lp
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Ascent Wealth Partners, LLC
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Oddo Bhf Asset Management Sas
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Bayesian Capital Management, LP
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Northside Capital Management, LLC
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Apollon Wealth Management, LLC
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Perigon Wealth Management, LLC
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Alpine Total Dynamic Dividend Fund
|
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Landing Point Financial Group, LLC
|
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Guggenheim Strategic Opportunities Fund
|
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Gotham Asset Management, LLC
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Primecap Management Co/ca/
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Boyd Watterson Asset Management Llc/oh
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Pavion Blue Capital, LLC
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Charter Trust Co
|
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Hartland & Co., LLC
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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Thompson Siegel & Walmsley Llc
|
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Titleist Asset Management, Llc
|
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Westhampton Capital, LLC
|
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Hughes Financial Services, LLC
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Fmr Llc
|
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MetLife Investment Management, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
Peoples Financial Services Corp.
|
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|
YHB Investment Advisors, Inc.
|
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Bare Financial Services, Inc
|
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|
Armstrong Advisory Group, Inc
|
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|
Focused Investors LLC
|
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|
Brookwood Investment Group LLC
|
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|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
TT Capital Management LLC
|
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|
|
Concurrent Investment Advisors, LLC
|
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|
|
Csenge Advisory Group
|
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|
Golden State Wealth Management, LLC
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
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|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
New South Capital Management Inc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
IYT - iSHARES TRUST - iShares Transportation Average ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
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Kapstone Financial Advisors LLC
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Capital Fund Management S.a.
|
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Capital Research Global Investors
|
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|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
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|
|
Azimuth Capital Investment Management LLC
|
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|
Snowden Capital Advisors LLC
|
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|
Hm Payson & Co
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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|
Investment Advisory Services Inc /tx /adv
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Peoples Bank/KS
|
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Creative Financial Designs Inc /adv
|
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Mathes Company, Inc.
|
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Vicus Capital
|
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Sciencast Management LP
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Allianz Se
|
|
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|
Ameritas Advisory Services, LLC
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Perkins Coie Trust Co
|
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|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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|
SS&H Financial Advisors, Inc.
|
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Vestcor Inc
|
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Stifel Financial Corp
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
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|
Zweig-DiMenna Associates LLC
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Orca Wealth Management, LLC
|
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|
Shum Financial Group, Inc.
|
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Investors Research Corp
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Smart Portfolios, LLC
|
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|
McGinn Investment Management, Inc.
|
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FSM Wealth Advisors, LLC
|
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PDT Partners, LLC
|
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Empirical Finance, LLC
|
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KBC Group NV
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Capital Investment Counsel, Inc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
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|
Jamison Private Wealth Management, Inc.
|
|
|
|
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Tufton Capital Management
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
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|
|
Keynote Financial Services Llc
|
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Orion Portfolio Solutions, LLC
|
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Trust Co Of Toledo Na /oh/
|
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|
Venture Visionary Partners LLC
|
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|
Atomi Financial Group, Inc.
|
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|
Ascent Group, LLC
|
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|
Westbourne Investments, Inc.
|
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D. E. Shaw & Co., Inc.
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
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|
Luminist Capital LLC
|
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|
London Co Of Virginia
|
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Pathstone Holdings, LLC
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
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|
Fourth Dimension Wealth, LLC
|
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|
Magnetar Financial LLC
|
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|
Pineridge Advisors LLC
|
|
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|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
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|
Violich Capital Management, Inc.
|
|
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|
Allied Investment Advisors, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
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|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
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|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
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|
FIL Ltd
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Penney Financial, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
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MBOVX - M FUND INC - M Large Cap Value Fund
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
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Wealthfront Advisers Llc
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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Alan B. Lancz & Associates, Inc.
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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DecisionPoint Financial, LLC
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OneAscent Financial Services LLC
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
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KKM Financial LLC
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Gsa Capital Partners Llp
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LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
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Ieq Capital, Llc
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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Dumont & Blake Investment Advisors Llc
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Portfolio Design Labs, LLC
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New Millennium Group LLC
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WP Advisors, LLC
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Legal & General Group Plc
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Legacy Bridge, LLC
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Twin Lakes Capital Management, LLC
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Vishria Bird Financial Group, LLC
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Community Bank, N.A.
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IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
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City State Bank
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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Aviva Plc
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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