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PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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Arkadios Wealth Advisors
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Janus Henderson Group Plc
|
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|
Wendell David Associates Inc
|
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Ameriprise Financial Inc
|
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Richardson Financial Services Inc.
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
Provenance Wealth Advisors, LLC
|
|
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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Natixis Advisors, L.p.
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Umb Bank N A/mo
|
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Rafferty Asset Management, LLC
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
State Street Corp
|
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Cape Investment Advisory, Inc.
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Wedgewood Investors Inc /pa/
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Stonebridge Financial Group, LLC
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Covestor Ltd
|
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Cornerstone Wealth Group, LLC
|
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|
Evolution Wealth Management Inc.
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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Janney Montgomery Scott LLC
|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
WealthTrak Capital Management LLC
|
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Boomfish Wealth Group, LLC
|
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|
Sequent Asset Management, LLC
|
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|
State Of Michigan Retirement System
|
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Segment Wealth Management, LLC
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
|
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|
Mn Services Vermogensbeheer B.V.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Lighthouse Investment Partners, LLC
|
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|
Rogco, Lp
|
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Sowell Financial Services LLC
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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Great Lakes Advisors, Llc
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Banque Cantonale Vaudoise
|
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Advisor OS, LLC
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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Patton Fund Management, Inc.
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First National Advisers, LLC
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Genus Capital Management Inc.
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YALL - Tidal ETF Trust - God Bless America ETF
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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Rhumbline Advisers
|
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Mission Creek Capital Partners, Inc.
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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Trust Point Inc.
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Sterling Investment Counsel, LLC
|
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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Ally Financial Inc.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Victory Capital Management Inc
|
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Captrust Financial Advisors
|
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MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
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Sierra Ocean, Llc
|
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Crossmark Global Holdings, Inc.
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
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|
Alpine Bank Wealth Management
|
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|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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|
MCF Advisors LLC
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
Bell Investment Advisors, Inc
|
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|
United Asset Strategies, Inc.
|
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Northwest & Ethical Investments L.P.
|
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Markel Corp
|
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Cobblestone Capital Advisors Llc /ny/
|
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|
Vista Finance, Llc
|
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|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
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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|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
Red Door Wealth Management, LLC
|
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|
|
Quotient Wealth Partners, LLC
|
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|
|
Capital Group Private Client Services, Inc.
|
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|
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|
Caisse De Depot Et Placement Du Quebec
|
|
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|
|
Formidable Asset Management, LLC
|
|
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|
|
Dagco, Inc.
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
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|
Altshuler Shaham Ltd
|
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|
Griffin Asset Management, Inc.
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Silvant Capital Management LLC
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Goodman Advisory Group, LLC
|
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Great Diamond Partners, LLC
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|
Institutional Investment Strategy Fund
|
|
|
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|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
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|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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STF Management LP
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
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|
|
Groupe la Francaise
|
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Cornerstone Planning Group LLC
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
VisionPoint Advisory Group, LLC
|
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|
Graypoint LLC
|
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STAR Financial Bank
|
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|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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|
Peoples Financial Services Corp.
|
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|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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First Financial Bank - Trust Division
|
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First Citizens Bank & Trust Co
|
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First PREMIER Bank
|
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Miracle Mile Advisors, LLC
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
Great Valley Advisor Group, Inc.
|
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E. Ohman J:or Asset Management AB
|
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BLB&B Advisors, LLC
|
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Noble Wealth Management PBC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
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|
Financial Advisors Network, Inc.
|
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|
|
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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VCULX - VALIC Co I - Growth Fund
|
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Tocqueville Asset Management L.p.
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
|
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|
Alpha Family Trust
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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Binnacle Investments Inc
|
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Neo Ivy Capital Management
|
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Coston, McIsaac & Partners
|
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Brevan Howard Capital Management LP
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
Valmark Advisers, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Heritage Trust Co
|
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|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
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Pacific Point Advisors, LLC
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Tiemann Investment Advisors, Llc
|
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Glenmede Trust Co Na
|
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Price T Rowe Associates Inc /md/
|
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|
Nomura Asset Management Co Ltd
|
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Parvin Asset Management, LLC
|
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Thomas Story & Son Llc
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
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|
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|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
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|
Jensen Investment Management Inc
|
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|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
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|
Symphony Financial, Ltd. Co.
|
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|
Monetary Management Group Inc
|
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National Bank Of Canada /fi/
|
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Parthenon Llc
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
|
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|
Western Financial Corp/CA
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
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|
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|
Ingalls & Snyder Llc
|
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|
CHICAGO TRUST Co NA
|
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
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|
Oak Harbor Wealth Partners, Llc
|
|
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|
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|
Meeder Asset Management Inc
|
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|
Longfellow Investment Management Co Llc
|
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
D.a. Davidson & Co.
|
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|
New England Capital Financial Advisors LLC
|
|
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|
Diversified Trust Co
|
|
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|
Keeler THomas Management LLC
|
|
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|
EP Wealth Advisors, Inc.
|
|
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|
Friedenthal Financial
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
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|
Washington Trust Bank
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Ellevest, Inc.
|
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|
Valley Forge Investment Consultants Inc Adv
|
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Field & Main Bank
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
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|
Hantz Financial Services, Inc.
|
|
|
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|
|
Tower Research Capital LLC (TRC)
|
|
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|
Pictet Asset Management Holding SA
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Aristides Capital LLC
|
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|
Summit Trail Advisors, Llc
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
Castleark Management Llc
|
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|
CRA Financial Services, LLC
|
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Delta Asset Management Llc/tn
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Glen Eagle Advisors, LLC
|
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|
SageView Advisory Group, LLC
|
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Savant Capital, LLC
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Citadel Advisors Llc
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
Daiwa Securities Group Inc.
|
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|
International Private Wealth Advisors LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
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|
Standard Life Aberdeen plc
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Sachetta, LLC
|
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|
Brown Brothers Harriman & Co
|
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Woodstock Corp
|
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Profunds - Profund Vp Bull
|
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Pnc Financial Services Group, Inc.
|
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Custom Index Systems, Llc
|
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DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
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|
Fmr Llc
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
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|
|
Voya Investment Management Llc
|
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|
Opal Wealth Advisors, LLC
|
|
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|
Norges Bank
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
|
Vestcor Inc
|
|
|
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|
|
Quantum Financial Advisors, LLC
|
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|
Farther Finance Advisors, LLC
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
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|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Mechanics Bank Trust Department
|
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Amundi
|
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Greykasell Wealth Strategies, Inc.
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Midwest Trust Co
|
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SP Asset Management LLC
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Southeast Asset Advisors Inc.
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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Newbridge Financial Services Group, Inc.
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Simon Quick Advisors, Llc
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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Novem Group
|
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Squarepoint Ops LLC
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
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Halbert Hargrove Global Advisors, Llc
|
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Financial Advocates Investment Management
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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Lantern Wealth Advisors, LLC
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Capital World Investors
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Fiduciary Wealth Partners, LLC
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First Manhattan Co
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Swedbank AB
|
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Regions Financial Corp
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Merit Financial Group, LLC
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Pettee Investors, Inc.
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Profunds - Profund Vp Large-cap Value
|
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Clearbridge Investments, LLC
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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Roman Butler Fullerton & Co
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Burns J W & Co Inc/ny
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London Co Of Virginia
|
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N.E.W. Advisory Services LLC
|
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Successful Portfolios LLC
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Whittier Trust Co Of Nevada Inc
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Aries Wealth Management
|
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Moors & Cabot, Inc.
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Financial Advisory Partners, Llc
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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Brass Tax Wealth Management, Inc
|
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Checchi Capital Advisers, LLC
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Close Asset Management Ltd
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Fulcrum Capital LLC
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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Connecticut Wealth Management, LLC
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AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
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Burney Co/
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Phoenix Wealth Advisors
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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Blueshift Asset Management, LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Searle & Co.
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Grimes & Company, Inc.
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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ARS Wealth Advisors Group, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Aster Capital Management (DIFC) Ltd
|
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Mizuho Securities Usa Llc
|
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Financial Network Wealth Advisors LLC
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Leo Wealth, LLC
|
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Barrett & Company, Inc.
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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North Star Investment Management Corp.
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
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|
Kfg Wealth Management, Llc
|
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|
Morris Retirement Advisors, LLC
|
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Kanawha Capital Management Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Dohj, Llc
|
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|
Foster Group, Inc.
|
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Barclays Plc
|
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|
Cherry Creek Investment Advisors, Inc.
|
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|
American Money Management, LLC
|
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|
QTR Family Wealth, LLC
|
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|
Caas Capital Management Lp
|
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|
Citigroup Inc
|
|
|
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|
|
Horizon Investments, LLC
|
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|
RWC Asset Management LLP
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
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|
|
Charles Schwab Investment Management Inc
|
|
|
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|
|
Envestnet Asset Management Inc
|
|
|
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|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
Janney Capital Management LLC
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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Bridges Investment Management Inc
|
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Viking Fund Management Llc
|
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Cyndeo Wealth Partners, LLC
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Gallacher Capital Management LLC
|
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J. W. Coons Advisors, LLC
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Goelzer Investment Management, Inc.
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Virtus Investment Advisers, Inc.
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Hall Capital Management Co Inc
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Lummis Asset Management, LP
|
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Delta Investment Management, LLC
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
White Pine Investment CO
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
Baird Financial Group, Inc.
|
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Country Club Bank /gfn
|
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Capital Investment Advisors, LLC
|
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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|
Onefund, Llc
|
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Savvy Advisors, Inc.
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Csenge Advisory Group
|
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Good Life Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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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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Strategy Asset Managers Llc
|
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Boyd Watterson Asset Management Llc/oh
|
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Tudor Investment Corp Et Al
|
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Catalyst Financial Partners Llc
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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Bey-Douglas LLC
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Banque Transatlantique SA
|
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Richwood Investment Advisors, LLC
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Gitterman Wealth Management, LLC
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Wood Tarver Financial Group, LLC
|
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Treasurer of the State of North Carolina
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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ROSS\JOHNSON & Associates LLC
|
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Wealth Enhancement Advisory Services, Llc
|
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Aspiriant, Llc
|
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CI Private Wealth, LLC
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BRYN MAWR TRUST Co
|
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Millennium Management Llc
|
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Rise Advisors, LLC
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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one8zero8, LLC
|
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Palmer Knight Co
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Security National Bank
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Elo Mutual Pension Insurance Co
|
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Core Alternative Capital
|
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LMG Wealth Partners, LLC
|
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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Capital A Wealth Management, LLC
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Vantage Investment Partners, LLC
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Spears Abacus Advisors LLC
|
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Perennial Investment Advisors, LLC
|
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New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Provident Investment Management, Inc.
|
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Callahan Advisors, LLC
|
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Wilkins Investment Counsel Inc
|
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Union Savings Bank
|
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Wright Investors Service Inc
|
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Varma Mutual Pension Insurance Co
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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CFC Planning Co LLC
|
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LGT Group Foundation
|
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|
Duncker Streett & Co Inc
|
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|
Empower Advisory Group, LLC
|
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Badgley Phelps Wealth Managers, LLC
|
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Profund Advisors Llc
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
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|
Exeter Financial, LLC
|
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Ntv Asset Management Llc
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Howard Hughes Medical Institute
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Sei Investments Co
|
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|
Kagan Cocozza Asset Management
|
|
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
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|
Generali Asset Management SPA SGR
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Sentry Investment Management Llc
|
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|
|
King Luther Capital Management Corp
|
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|
WNY Asset Management, LLC
|
|
|
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|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
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|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
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|
Texas Bank & Trust Co
|
|
|
|
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|
Coastline Trust Co
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
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|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
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|
Baron Wealth Management LLC
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
Crestwood Advisors Group LLC
|
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|
Beacon Capital Management, LLC
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Change Path, LLC
|
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|
Pingora Partners LLC
|
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|
SJS Investment Consulting Inc.
|
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|
LPL Financial LLC
|
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|
VestGen Advisors, LLC
|
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|
Clarius Group, LLC
|
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|
Wellington Management Group Llp
|
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|
Creative Capital Management Investments LLC
|
|
|
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|
Total Investment Management Inc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
CarsonAllaria Wealth Management, Ltd.
|
|
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|
Boston Research & Management Inc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
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|
|
|
|
Choate Investment Advisors
|
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|
Harbour Investments, Inc.
|
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Berkshire Asset Management Llc/pa
|
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|
Atwood & Palmer Inc
|
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|
|
Capital Research Global Investors
|
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|
Palumbo Wealth Management LLC
|
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|
Brown Capital Management Llc
|
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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|
|
|
IHT Wealth Management, LLC
|
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|
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|
|
Goldman Sachs Group Inc
|
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|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
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|
|
Chaney Capital Management, Inc.
|
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|
Federated Hermes, Inc.
|
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Roberts Glore & Co Inc /il/
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Twin Tree Management, LP
|
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|
Nottingham Advisors, Inc.
|
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|
Community Bank & Trust, Waco, Texas
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Yousif Capital Management, Llc
|
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|
|
|
|
Tokio Marine Asset Management Co Ltd
|
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|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
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|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
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|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
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|
Joule Financial, LLC
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
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|
Independent Advisor Alliance
|
|
|
|
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|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
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|
Atlantic Edge Private Wealth Management, LLC
|
|
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|
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|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
ASR Vermogensbeheer N.V.
|
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William Allan, Llc
|
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Flagship Harbor Advisors, Llc
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
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|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
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|
Wealth Alliance
|
|
|
|
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|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Hartland & Co., LLC
|
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|
Rothschild Investment Llc
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Borer Denton & Associates, Inc.
|
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Minot DeBlois Advisors LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Dillon & Associates Inc
|
|
|
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|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Capital International Investors
|
|
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
Intact Investment Management Inc.
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
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|
Synovus Financial Corp
|
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|
Evergreen Private Wealth LLC
|
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|
Sigma Investment Counselors Inc
|
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Willis Investment Counsel
|
|
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IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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PUREfi Wealth, LLC
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
Hennion & Walsh Asset Management, Inc.
|
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Madrona Financial Services, LLC
|
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AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
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|
Kuhn & Co Investment Counsel
|
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|
Toth Financial Advisory Corp
|
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|
Global Retirement Partners, LLC
|
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Rsm Us Wealth Management Llc
|
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Nissay Asset Management Corp /japan/ /adv
|
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Quest Partners LLC
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
Abn Amro Investment Solutions
|
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Financial Advisory Service, Inc.
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Berry Wealth Group, LP
|
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|
Jmac Enterprises Llc
|
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Boston Trust Walden Corp
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Royal Fund Management, LLC
|
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Wetherby Asset Management Inc
|
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Country Trust Bank
|
|
|
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
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|
Maytus Capital Management, LLC
|
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|
Avenue 1 Advisors, LLC
|
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Charter Trust Co
|
|
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|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
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|
Diversify Advisory Services, LLC
|
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|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
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|
Park Avenue Securities Llc
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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|
Keener Financial Planning LLC
|
|
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|
Rathbone Brothers plc
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
SOUTH STATE Corp
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
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|
Kapstone Financial Advisors LLC
|
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|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
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|
Haverford Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
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|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
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|
|
Fiduciary Group LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
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|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
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|
Mattern Capital Management, Llc
|
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|
Belpointe Asset Management LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Scientech Research LLC
|
|
|
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|
|
Walleye Trading LLC
|
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Johnson Financial Group, Inc.
|
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|
Optas, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
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|
Enclave Advisors LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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|
|
Johnson Investment Counsel Inc
|
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|
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|
Piscataqua Savings Bank
|
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|
Crowley Wealth Management, Inc.
|
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|
Saratoga Research & Investment Management
|
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|
Meritage Portfolio Management
|
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|
PDS Planning, Inc
|
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|
Korea Investment CORP
|
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Whittier Trust Co
|
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Mountain Pacific Investment Advisers Inc/id
|
|
|
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|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
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|
Investment Management Corp of Ontario
|
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|
Ethic Inc.
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
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|
Navalign, LLC
|
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|
First City Capital Management, Inc.
|
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|
Cedar Mountain Advisors, LLC
|
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|
Gen-Wealth Partners Inc
|
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|
Pittenger & Anderson Inc
|
|
|
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
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|
O'Keefe Stevens Advisory, Inc.
|
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|
Sandhill Capital Partners LLC
|
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|
Creekmur Asset Management LLC
|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
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|
Morgan Stanley
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
First Affirmative Financial Network
|
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|
Bridgeway Capital Management Inc
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
Level Four Advisory Services, Llc
|
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Bouchey Financial Group Ltd
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Forbes J M & Co Llp
|
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|
Meridian Wealth Management, LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
First Interstate Bank
|
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|
Fiduciary Trust Co
|
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Fielder Capital Group LLC
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Warren Averett Asset Management, LLC
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Winton Capital Group Ltd
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Atria Investments Llc
|
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|
Carderock Capital Management Inc
|
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|
Centerpoint Advisors, LLC
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
GW&K Investment Management, LLC
|
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|
Ritholtz Wealth Management
|
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|
Select Equity Group, L.P.
|
|
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|
Private Capital Management, LLC
|
|
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|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
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|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
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|
Man Group plc
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
|
|
Windsor Advisory Group, LLC
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Cassaday & Co Wealth Management LLC
|
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|
|
Cullen/frost Bankers, Inc.
|
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|
Tidemark, LLC
|
|
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|
Sigma Planning Corp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
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|
Burkett Financial Services, Llc
|
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|
|
|
|
Los Angeles Capital Management Llc
|
|
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|
|
Optimist Retirement Group LLC
|
|
|
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|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
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|
Two Sigma Investments, Lp
|
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|
Raleigh Capital Management Inc.
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Hartford Investment Management Co
|
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|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
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|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
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|
Stuart Chaussee & Associates, Inc.
|
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|
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|
Sunflower Bank, N.A.
|
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|
|
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|
Quaker Wealth Management, LLC
|
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|
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
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|
|
|
|
Creative Planning
|
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|
Longboard Asset Management, LP
|
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|
Prospera Financial Services Inc
|
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|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Suncoast Equity Management
|
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|
Godshalk Welsh Capital Management, Inc.
|
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|
Qube Research & Technologies Ltd
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Post Resch Tallon Group Inc.
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
CVA Family Office, LLC
|
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|
Bessemer Group Inc
|
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|
Keybank National Association/oh
|
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|
Kestra Advisory Services, LLC
|
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|
Natixis
|
|
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|
Summit Global Investments
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
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|
|
|
Beaumont Financial Advisors, LLC
|
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|
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|
M&G Plc
|
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BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Catalyst Capital Advisors LLC
|
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Brinker Capital Investments, LLC
|
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Kodai Capital Management LP
|
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Troy Asset Management Ltd
|
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Bank of Jackson Hole Trust
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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|
Capital Fund Management S.a.
|
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|
Tiaa Trust, National Association
|
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Permanent Capital Management, LP
|
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|
Kentucky Trust Co
|
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|
Principal Financial Group Inc
|
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Cambridge Investment Research Advisors, Inc.
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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|
Albert D Mason Inc
|
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|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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|
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|
HighPoint Advisor Group LLC
|
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|
Empire Financial Management Company, LLC
|
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|
Arrow Financial Corp
|
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|
Bradyco, Inc.
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
Paradigm Asset Management Co Llc
|
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|
Sound Income Strategies, LLC
|
|
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|
BlackDiamond Wealth Management Inc.
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
|
Advocate Group Llc
|
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|
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|
Wynn Capital, LLC
|
|
|
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|
|
RMR Capital Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
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|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Disciplined Growth Investors Inc /mn
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
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Golden State Equity Partners
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
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Profunds - Profund Vp Large-cap Growth
|
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Wambolt & Associates, LLC
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Sara-Bay Financial
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Evolution Advisers, Inc.
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1248 Management, LLC
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Peapack Gladstone Financial Corp
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VCGAX - VALIC Co I - Growth & Income Fund
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Bank Julius Baer & Co. Ltd, Zurich
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Sloy Dahl & Holst, LLC
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Compagnie Lombard Odier SCmA
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Rodgers Brothers Inc.
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Whipplewood Advisors, LLC
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
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QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
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Live Oak Private Wealth LLC
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FourThought Financial Partners, LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Mechanics Financial Corp
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
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LGT Financial Advisors LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Master's Wealth Management Inc.
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National Asset Management, Inc.
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Bard Financial Services, Inc.
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JBR Co Financial Management Inc
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Tradition Wealth Management, LLC
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Strs Ohio
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Rialto Wealth Management, LLC
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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Fruth Investment Management
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Clarkston Capital Partners, LLC
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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Tsfg, Llc
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Hamilton Point Investment Advisors, LLC
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Empowered Funds, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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MWA Asset Management
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Donaldson Capital Management, Llc
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Hurlow Wealth Management Group, Inc.
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Bank Of America Corp /de/
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Cypress Capital Group
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Argent Trust Co
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Pine Haven Investment Counsel, Inc
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High Falls Advisors, Inc
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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Lee Financial Co
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Family Legacy, Inc.
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VSTIX - VALIC Co I - Stock Index Fund
|
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Klingman & Associates, LLC
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DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
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Ostrum Asset Management
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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First Heartland Consultants, Inc.
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E Fund Management Co., Ltd.
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BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
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CWS Financial Advisors, LLC
|
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Nbt Bank N A /ny
|
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Ws Management Lllp
|
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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|
Bartlett & Co. Wealth Management Llc
|
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TCM Advisors, LLC
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
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PFG Advisors
|
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Envestnet Portfolio Solutions, Inc.
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Jeppson Wealth Management, Llc
|
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Stephens Inc /ar/
|
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Allworth Financial LP
|
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Park Place Capital Corp
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
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|
Frank, Rimerman Advisors LLC
|
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|
Baker Avenue Asset Management, LP
|
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RFG Advisory, LLC
|
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|
Hunter Associates Investment Management Llc
|
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Redwood Investment Management, Llc
|
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Lafayette Investments, Inc.
|
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Hancock Whitney Corp
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
M3 Advisory Group, LLC
|
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Eventide Asset Management, Llc
|
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|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
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|
|
|
Cornerstone Total Return Fund Inc
|
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|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
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|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Mv Capital Management, Inc.
|
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|
|
Leigh Baldwin & Co., Llc
|
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|
|
Human Investing LLC
|
|
|
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|
|
Cerity Partners LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
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|
