|
Twin Tree Management, LP
|
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|
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|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
Stock Yards Bank & Trust Co
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Hummer Financial Advisory Services Inc
|
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|
|
Innovative Asset Advisors Group, LLC
|
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|
Peak6 Llc
|
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|
Candriam Luxembourg S.C.A.
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Hamrick Investment Counsel, llc
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Pinebridge Investments Llc
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Winch Advisory Services, LLC
|
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|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Broadwater Capital Management Llc
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
|
Geode Capital Management, Llc
|
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|
Coastal Bridge Advisors, LLC
|
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Trust Point Inc.
|
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NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
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|
Strengthening Families & Communities, LLC
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
JETSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
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|
Versant Capital Management, Inc
|
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Banque Cantonale Vaudoise
|
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Tidal Trust III - VistaShares Target 15TM S&P 100 Distribution ETF
|
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|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
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|
Gamco Investors, Inc. Et Al
|
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|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Bank & Trust Co
|
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|
State Of Wisconsin Investment Board
|
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Balboa Wealth Partners
|
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|
ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
TCI Wealth Advisors, Inc.
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Richardson Financial Services Inc.
|
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|
RMB Capital Management, LLC
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
Saxon Interests, Inc.
|
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XCHG - AB Active ETFs, Inc. - AB US Equity ETF
|
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|
First National Bank Of Omaha
|
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|
First National Bank & Trust Co Of Newtown
|
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TD Waterhouse Canada Inc.
|
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Ontario Teachers Pension Plan Board
|
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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BRES - EA Series Trust - Burney U.S. Equity Select ETF
|
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|
Parkside Financial Bank & Trust
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1
|
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|
J. Goldman & Co LP
|
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|
Elk River Wealth Management, LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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|
|
|
Vestcor Inc
|
|
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|
|
Ballentine Partners, LLC
|
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|
Seven Springs Wealth Group, LLC
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
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|
Bull Harbor Capital LLC
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
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|
Mayflower Financial Advisors, LLC
|
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
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|
Capital Investment Advisors, LLC
|
|
|
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|
Affinity Investment Advisors, Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Advisors Management Group Inc /adv
|
|
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|
Wedmont Private Capital
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
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|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
|
|
SFAFX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Factor Allocation Fund Institutional Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
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|
Bank Of Montreal /can/
|
|
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|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
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|
Trillium Asset Management, Llc
|
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|
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|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Compass Financial Management Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Navigate Wealth Management, LLC
|
|
|
|
|
|
Robinswood Financial LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Fideuram - Intesa Sanpaolo Private Banking S.p.a.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Dickmeyer Boyce Financial Management, Inc.
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Alchemi Wealth, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
MFMO - RBB FUND, INC. - Motley Fool Momentum Factor ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
71 West Capital Partners
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Prota Financial, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Wiregrass Investment Management Llc
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Legacy Edge Advisors, LLC
|
|
|
|
|
|
Anchor Bay Capital, Inc.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Mosley Wealth Management
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
McMillan Office, Inc.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B3
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Jacobs Equity LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
BBB - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
AAEQ - EA Series Trust - Alpha Architect US Equity 2 ETF
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
GXLC - Global X Funds - Global X U.S. 500 ETF
|
|
|
|
|
|
Midwest Financial Partners Investments, Inc.
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Mw Advisory, Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Winter & Associates, Inc.
|
|
|
|
|
|
ASO GROUP Ltd
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Diversified Management Inc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MidFirst Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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Interval Partners, LP
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Summitry Llc
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JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
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|
Dakota Wealth Management
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
City Holding Co
|
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Entropy Technologies, LP
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Jamison Private Wealth Management, Inc.
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Valeo Financial Advisors, LLC
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King Luther Capital Management Corp
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Bull Street Advisors, LLC
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M&t Bank Corp
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
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Kroeger Financial Partners
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Van Strum & Towne Inc.
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Coppell Advisory Solutions LLC
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Kingswood Wealth Advisors, Llc
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Okabena Investment Services Inc
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Invesco Ltd.
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Salem Investment Counselors Inc
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Aberdeen Wealth Management LLC
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Inceptionr Llc
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Gsa Capital Partners Llp
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Pine Valley Investments Ltd Liability Co
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SWAN Capital LLC
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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Toroso Investments, LLC
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Bosman Wealth Management, LLC
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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SIMA Wealth Partners, LLC
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Td Asset Management Inc
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RKL Wealth Management LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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Bridges Investment Management Inc
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Quad-Cities Investment Group, LLC
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LVDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Value ETF
|
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Lloyd Advisory Services, LLC.
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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SHP Wealth Management
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Assenagon Asset Management S.A.
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Amundi
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Wealth Alliance
|
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OceanIQ Capital, LLC
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Westpac Banking Corp
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HighTower Advisors, LLC
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Fermata Advisors, LLC
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Cwm, Llc
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
L & S Advisors Inc
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Montz Harcus Wealth Management LLC
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Sculati Wealth Management, LLC
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Independent Wealth Network Inc.
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Generali Asset Management SPA SGR
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Weatherly Asset Management L. P.
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Buckley Wealth Management, LLC
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CNB Bank
|
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Laird Norton Trust Company, Llc
|
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Drexel Morgan & Co.
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Claris Financial LLC
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|
Federated Hermes, Inc.
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DiNuzzo Private Wealth, Inc.
|
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|
Strategic Investment Solutions, Inc. /IL
|
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Private Wealth Asset Management, LLC
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
Owl Creek Wealth Partners LLC
|
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|
Firestone Capital Management
|
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|
QFHD - Pacer Funds Trust - Pacer S&P 500 Quality FCF High Dividend ETF
|
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|
Voya Investment Management Llc
|
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|
Camden Capital, LLC
|
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|
Brooklyn FI, LLC
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
Barrett & Company, Inc.
|
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|
West Branch Capital LLC
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|
Round Rock Advisors, LLC
|
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|
Mcguire Capital Advisors Inc
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
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|
Sagace Wealth Management LLC
|
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Tufton Capital Management
|
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|
Mutual Of America Capital Management Llc
|
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|
TigerOak Management, L.L.C.
|
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|
Navigoe, LLC
|
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|
Community Bank, N.A.
|
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|
|
KPP Advisory Services LLC
|
|
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|
|
Defiance ETFs, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Vanguard National Trust Co
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
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|
|
PFG Investments, LLC
|
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|
Cardiff Park Advisors, Llc
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
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|
|
|
Burney Co/
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
CHRI - Global X Funds - Global X S&P 500 Christian Values ETF
|
|
|
|
|
|
RAUS - EA Series Trust - RACWI US ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GEW - EA Series Trust - Cambria Global EW ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Jupiter Topco LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
James Reed Financial Services, Inc.
|
|
|
|
|
|
Sixth Street Partners Management Company, L.P.
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
PlanVest Financial, Inc
|
|
|
|
|
|
Ares Financial Consulting, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
NBH Bank
|
|
|
|
|
|
Parsifal Capital Management, LP
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
NEOS ETF Trust - NEOS Boosted S&P 500(R) High Income ETF
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
PROSHARES TRUST - ProShares Ultra S&P 500 Equal Weight
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Aventus Investment Advisors, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Frec Markets, Inc.
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
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John G Ullman & Associates Inc
|
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J. Safra Sarasin Holding AG
|
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Northcape Wealth Management, Llc
|
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Adkins Seale Capital Management Llc
|
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|
Canandaigua National Corp
|
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Scotia Capital Inc.
|
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|
Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
SaddleRock Capital Management LLC
|
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|
Rodgers Brothers Inc.
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Glen Eagle Advisors, LLC
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Qsemble Capital Management, LP
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|
Foster Dykema Cabot & Partners, Llc
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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DGS Capital Management, LLC
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Savant Capital, LLC
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Swedbank AB
|
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Eagle Wealth Strategies Llc
|
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Jones Kertz & Associates, Inc.
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Zuckerman Investment Group, LLC
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Miller Wealth Advisors, Llc
|
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Burns Matteson Capital Management, LLC
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|
Essex Financial Services, Inc.
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LVW Advisors, LLC
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Financial Gravity Companies, Inc.
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Fiduciary Family Office, Llc
|
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SYM FINANCIAL Corp
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Mitchell & Pahl Private Wealth, Llc
|
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Mutual Advisors, LLC
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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|
Farmers Trust Co
|
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Perennial Advisors, LLC
|
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Bernicke Wealth Management, Ltd.
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Nissay Asset Management Corp /japan/ /adv
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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|
Montag A & Associates Inc
|
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Summit Global Investments
|
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Hazlett, Burt & Watson, Inc.
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Clark Wealth Partners
|
|
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|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Gibson Capital, LLC
|
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|
J2 Capital Management Inc
|
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Venture Visionary Partners LLC
|
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Neuberger Berman Group LLC
|
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|
Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
Financial Avengers, Inc.
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|
Clean Yield Group
|
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Brinker Capital Investments, LLC
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Signaturefd, Llc
|
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Providence Financial Advisors, LLC
|
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Montecito Bank & Trust
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
JNBA Financial Advisors
|
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|
YHB Investment Advisors, Inc.
|
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Rockefeller Capital Management L.P.
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Lmcg Investments, Llc
|
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Grove Street Fiduciary, LLC
|
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|
Phillip James Consulting Co.
|
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|
Cross Staff Investments Inc
|
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|
Treasurer of the State of North Carolina
|
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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Trust Co Of Toledo Na /oh/
|
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|
Westerkirk Capital Inc.
|
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|
Moller Financial Services
|
|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Miller Financial Services LLC
|
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|
Birch Hill Investment Advisors LLC
|
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|
Caisse Des Depots Et Consignations
|
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|
Bbr Partners, Llc
|
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|
Ipswich Investment Management Co., Inc.
|
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|
Bigelow Investment Advisors, LLC
|
|
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|
COFG Advisors, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Keystone Financial Group
|
|
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|
|
Bedminster, LLC
|
|
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|
M.e. Allison & Co., Inc.
|
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|
Legacy Financial Independent Advisors Llc
|
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|
Douglass Winthrop Advisors, LLC
|
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|
|
SmartHarvest Portfolios, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
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|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class 1
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
DV Trading LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Cpwa, Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Advus Financial Partners, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Financial Planning Navigators CORP
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Godfrey Financial Associates, Inc.
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Sfam, Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
VVEIX - Venerable Variable Insurance Trust - Venerable US Large Cap Core Equity Fund Class I
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
nVerses Capital, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Tenet Wealth Partners, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
My Portfolio Guide, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Focused Alpha, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Birchwood Financial Partners, Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
FB - PROSHARES TRUST - ProShares S&P 500 Dynamic Buffer ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Wilkerson Advisory Group LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Alliancebernstein L.p.
|
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Fsb Premier Wealth Management, Inc.
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Trust Co Of Virginia /va
|
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Armbruster Capital Management, Inc.
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Cox Capital Mgt LLC
|
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Allen Capital Group, LLC
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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William Allan, Llc
|
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Baron Wealth Management LLC
|
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Thomasville National Bank
|
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SILVER OAK SECURITIES, Inc
|
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Mariner, LLC
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JB Capital LLC
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Hm Payson & Co
|
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Howe & Rusling Inc
|
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United Community Bank
|
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Bond & Devick Financial Network, Inc.
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Rialto Wealth Management, LLC
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Keystone Financial Group, Inc.
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Limestone Investment Advisors LP
|
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P.a.w. Capital Corp
|
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CIBC World Markets Inc.
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Capital International Inc /ca/
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CWM Advisors, LLC
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Everpar Advisors Llc
|
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Ritter Daniher Financial Advisory LLC / DE
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SNS Financial Group, LLC
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Tiaa-cref Individual & Institutional Services, Llc
|
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Deutsche Bank Ag\
|
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RBF Capital, LLC
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Institutional Investment Strategy Fund
|
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Texas Capital Bank Wealth Management Services Inc
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
Dodge & Cox
|
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ESL Trust Services, LLC
|
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Trifecta Capital Advisors, LLC
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HighMark Wealth Management LLC
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Verum Partners LLC
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Tacita Capital Inc
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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Virtu Financial LLC
|
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Independence Bank of Kentucky
|
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Heartland Bank & Trust Co
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Westmount Partners, LLC
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Readystate Asset Management Lp
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Adirondack Trust Co
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Copia Wealth Management
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Bank Of Hawaii
|
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Credit Agricole S A
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Kidder Stephen W
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Sunbelt Securities, Inc.
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Grimes & Company, Inc.
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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G2 Capital Management, Llc / Oh
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Cullen/frost Bankers, Inc.
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Qtron Investments LLC
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Equitable Trust Co
|
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Heritage Wealth Architects, Inc.
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Montis Financial, LLC
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3 Factor Indexing, Llc
|
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Financial Perspectives, Inc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Hantz Financial Services, Inc.
|
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|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Viawealth, Llc
|
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Cyndeo Wealth Partners, LLC
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International Assets Investment Management, Llc
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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Fourth Dimension Wealth, LLC
|
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First Financial Bank - Trust Division
|
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Birmingham Capital Management Co Inc/al
|
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Three Bearings Fiduciary Advisors, Inc.
|
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DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
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|
Resonant Capital Advisors, LLC
|
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Eagle Bluffs Wealth Management LLC
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Consolidated Capital Management, Llc
|
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Abound Wealth Management
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Founders Financial Securities Llc
|
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Global Retirement Partners, LLC
|
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|
Legacy Financial Advisors, Inc.
|
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Baker Ellis Asset Management LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
Mv Capital Management, Inc.
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
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|
|
Mechanics Financial Corp
|
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|
Stonebridge Capital Advisors LLC
|
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|
Prosperity Consulting Group, LLC
|
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|
Medallion Wealth Advisors, LLC
|
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|
Fidelis Capital Partners, LLC
|
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|
GAMMA Investing LLC
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
|
|
Advisor OS, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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|
Pingora Partners LLC
|
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|
Tocqueville Asset Management L.p.
|
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|
Boston Private Wealth Llc
|
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|
|
BRYN MAWR TRUST Co
|
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|
Private Wealth Group, LLC
|
|
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|
Edgestream Partners, L.P.
|
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|
|
Hall Laurie J Trustee
|
|
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|
|
Skopos Labs, Inc.
|
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|
True North Advisors, LLC
|
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|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
TACU - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Active Core U.S. Equity ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B2
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B2
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
PeakShares LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Cdkv Holdings Llc
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Markowski Investments
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Echo Wealth Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Independent Financial Group, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Investors Portfolio Services LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
GVLE - Goldman Sachs ETF Trust - Goldman Sachs Value Opportunities ETF
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
NOEQ - Northern Funds - Northern Trust Us Equity Etf
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Eurizon Capital SGR S.p.A.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
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Revisor Wealth Management LLC
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|
Cornerstone Advisory, LLC
|
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|
Ulland Investment Advisors, LLC
|
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|
Gabelli Equity Trust Inc
|
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|
1015 Capital Partners, LLC
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Perennial Investment Advisors, LLC
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
SPXD - DBX ETF TRUST - Xtrackers S&P 500 Diversified Sector Weight ETF
|
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|
SageView Advisory Group, LLC
|
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|
Perpetual Ltd
|
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Smith Shellnut Wilson Llc /adv
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St. Johns Investment Management Company, LLC
|
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|
Brevan Howard Capital Management LP
|
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|
Financial Network Wealth Advisors LLC
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
Bragg Financial Advisors, Inc
|
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|
Quadrant Capital Group Llc
|
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Ponta Wealth Partners, LLC
|
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Uncommon Cents Investing LLC
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Crossmark Global Holdings, Inc.
|
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|
Dorato Capital Management
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
|
OP Asset Management Ltd
|
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|
Bravera Wealth
|
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William B. Walkup & Associates, Inc.
|
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Cary Street Partners Financial Llc
|
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WealthTrust Axiom LLC
|
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NorthAvenue LLC
|
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Shellback Capital, LP
|
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KKM Financial LLC
|
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|
Putnam Fl Investment Management Co
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
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|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
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|
Cherry Creek Investment Advisors, Inc.
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|
Shum Financial Group, Inc.
|
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|
LFA - Lugano Financial Advisors SA
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Crescent Grove Advisors, LLC
|
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UNIVEST FINANCIAL Corp
|
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|
Ridgewood Investments LLC
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
Cove Private Wealth, LLC
|
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|
Mediolanum International Funds Ltd
|
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Buckingham Strategic Partners
|
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Davis Capital Management
|
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|
Successful Portfolios LLC
|
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Welch Group, LLC
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
Texas Yale Capital Corp.
|
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Worldquant Millennium Advisors Llc
|
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Burns J W & Co Inc/ny
|
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|
Trust Co of the South
|
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|
Calton & Associates, Inc.
|
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Bernard Wealth Management Corp.
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Carr Financial Group Corp
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Alps Advisors Inc
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Cozad Asset Management Inc
|
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|
Plimoth Trust Co Llc
|
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|
Sandhill Capital Partners LLC
|
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|
QTR Family Wealth, LLC
|
|
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|
Ledyard National Bank
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares RMR Prime Equity ETF
|
|
|
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|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
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|
|
Vise Technologies, Inc.
|
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|
DAVENPORT & Co LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
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|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
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|
|
Gradient Investments LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
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|
|
State Street Corp
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
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|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
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|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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|
Cetera Investment Advisers
|
|
|
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|
|
Tiaa Trust, National Association
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
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|
|
Krilogy Financial LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
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|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Manske Wealth Management
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
WAMA - WisdomTree Trust - WisdomTree U.S. Adaptive Moving Average Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
North Dakota State Investment Board
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
TrustBank
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Storen Legacy Partners, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Danica Pension, Livsforsikringsaktieselskab
|
|
|
|
|
|
Vanguard Capital Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Gambit Capital Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
JKD - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Osmosis Investment Management UK Ltd
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Stonebridge Financial Group, LLC/CA
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Pension & Wealth Management Advisors, Inc.
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Z3 Capital Partners, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PensionDanmark Pensionsforsikringsaktieselskab
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Essential Partners LLC
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Sherman Porfolios, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
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TFC Financial Management
|
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Fisher Asset Management, LLC
|
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Federation des caisses Desjardins du Quebec
|
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|
Nuance Investments, Llc
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
TritonPoint Partners, LLC
|
|
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|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Peak Planning Group, LLC
|
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|
Aries Wealth Management
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
|
|
BridgePort Financial Solutions, LLC
|
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|
Verdence Capital Advisors LLC
|
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|
Charles Schwab Trust Co
|
|
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|
SBI Securities Co., Ltd.
|
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SPYI - SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Onefund, Llc
|
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|
Clarity Financial LLC
|
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CIBC Asset Management Inc
|
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|
Tradewinds Capital Management, LLC
|
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|
Baird Financial Group, Inc.
|
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|
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|
Allied Private Wealth LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
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|
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|
|
Vanguard Portfolio Management Llc
|
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|
Price T Rowe Associates Inc /md/
|
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|
Wellington Management Group Llp
|
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|
Arthur M. Cohen & Associates, Llc
|
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|
Sterling Investment Advisors, Ltd.
|
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McAdam, LLC
|
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|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
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|
Armis Advisers, LLC
|
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|
Blue Jean Financial Llc
|
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|
Nemes Rush Group LLC
|
|
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
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|
Beacon Investment Advisory Services, Inc.
|
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Southern Michigan Bank & Trust
|
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|
AMG National Trust Bank
|
|
|
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|
Caldwell Securities, Inc
|
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|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
|
Advisory Alpha, LLC
|
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|
Retirement Systems of Alabama
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
Signature Equity Partners, LLC
|
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|
|
Rockland Trust Co
|
|
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|
Plancorp, LLC
|
|
|
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|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
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|
Profund Advisors Llc
|
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|
|
|
|
NTSD - WisdomTree Trust - WisdomTree Efficient U.S. Plus International Equity Fund
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
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Regions Financial Corp
|
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
EFG International AG
|
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|
True Wealth Design, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Herold Advisors, Inc.
|
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|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
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|
Alerus Financial Na
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MNZL - EA Series Trust - Manzil Russell Halal USA Broad Market ETF
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
PFA Pension, Forsikringsaktieselskab
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Cornerstone Financial Management LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Corsicana & Co.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B4
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Advocate Investing Services LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Sagewood Asset Management LP
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PBU - The Pension Fund of Early Childhood & Youth Educators
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Roehl & Yi Investment Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Decker Wealth Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Storebrand Asset Management As
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Berman McAleer LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
First Horizon Corp
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Wilian Securities, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
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|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aigen Investment Management, Lp
|
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|
Anchor Investment Management, LLC
|
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Segall Bryant & Hamill, Llc
|
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M. Kulyk & Associates, LLC
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Noble Wealth Management PBC
|
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MAI Capital Management
|
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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|
Aspen Grove Capital, LLC
|
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|
Wall Street Access Asset Management, LLC
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|
Capstone Capital Management Ltd
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Center for Financial Planning, Inc.
|
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|
Windsor Capital Management, LLC
|
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Parallax Volatility Advisers, L.P.
|
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|
Glenview Trust Co
|
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|
Miller Capital Partners, Inc.
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Beacon Pointe Advisors, LLC
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Braun Stacey Associates Inc
|
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Russell Investments Group, Ltd.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Moors & Cabot, Inc.
|
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Nordea Investment Management Ab
|
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Group One Trading, L.p.
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Gunpowder Capital Management, LLC dba Oliver Wealth Management
|
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LPL Financial LLC
|
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Bartlett & Co. Wealth Management Llc
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
National Wealth Management Group, LLC
|
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|
CWS Financial Advisors, LLC
|
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|
Evolution Advisers, Inc.
|
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|
Prairiewood Capital, LLC
|
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|
Investors Research Corp
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Ticino Wealth
|
|
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|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
|
Bruce G. Allen Investments, LLC
|
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|
|
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|
NavPoint Financial, Inc.
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
Captrust Financial Advisors
|
|
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|
Gleason Group, Inc.
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Brave Asset Management Inc
|
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|
Parallel Advisors, LLC
|
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Tritonpoint Wealth, Llc
|
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Personal Cfo Solutions, Llc
|
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|
Umpqua Bank
|
|
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|
Van Hulzen Asset Management, LLC
|
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|
Evolution Wealth Management Inc.
|
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|
Lodestone Wealth Management LLC
|
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Legacy Trust
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Aspiriant, Llc
|
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|
Washington Trust Advisors, Inc.
|
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Resona Asset Management Co.,Ltd.
|
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|
Investment Research & Advisory Group, Inc.
|
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New York Life Investment Management Llc
|
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Impact Investors, Inc
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
PFS Partners, LLC
|
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|
Dynamic Advisor Solutions LLC
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Core Wealth Management, Inc.
|
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|
|
Heritage Wealth Management, Inc.
|
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|
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|
|
Peak Asset Management, LLC
|
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|
|
BlackRock, Inc.
|
|
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|
Barclays Plc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Bullock Wealth Management Group
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Leonteq Securities AG
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Oakmont Advisory Group, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Highland Investment Advisors LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Evelyn Partners Group Ltd
|
|
|
|
|
|
Osbon Capital Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Rayburn West Financial Services LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Aventura Private Wealth, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Vanguard Fiduciary Trust Co
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Larry Mathis Financial Planning, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Evolve Private Wealth, Llc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
IKE Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Pinnacle Financial Partners, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Elevation Series Trust - NPF Core Equity ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Planning Strategies Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Hilton Head Capital Partners, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Nvest Wealth Strategies, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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|
Pavion Blue Capital, LLC
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Baldwin Investment Management, LLC
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Harbor Investment Advisory, Llc
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Northwestern Mutual Wealth Management Co
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Finivi Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Regatta Research & Money Management
|
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|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
Future Financial Wealth Managment LLC
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|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
Mount Yale Investment Advisors, LLC
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Royal Fund Management, LLC
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Busey Wealth Management
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VANGUARD ASSET MANAGEMENT, Ltd
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Richwood Investment Advisors, LLC
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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|
Evercore Wealth Management, LLC
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Sand Hill Global Advisors, LLC
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Strive Financial Group ,LLC
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Rocky Mountain Advisers, Llc
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Ewa, Llc
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ARK Investment Management LLC
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Beaton Management Co. Inc.
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Mystic Asset Management, Inc.
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iA Global Asset Management Inc.
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Dougherty Wealth Advisers LLC
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Donaldson Capital Management, Llc
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Cedar Mountain Advisors, LLC
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Rehmann Capital Advisory Group
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Integrated Advisors Network LLC
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Viewpoint Investment Partners Corp
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Wolff Wiese Magana Llc
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Greykasell Wealth Strategies, Inc.
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Centerpoint Advisory Group
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Weaver Consulting Group
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Clarity Asset Management, Inc.
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Lido Advisors, LLC
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Stonebridge Capital Management Inc
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Curbstone Financial Management Corp
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RGI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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|
AVTM - AMERICAN CENTURY ETF TRUST - Avantis Total Equity Markets ETF
|
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RMG Wealth Management LLC
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Farmers & Merchants Trust Co of Long Beach
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ProShare Advisors LLC
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Joel Isaacson & Co., LLC
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Xponance, Inc.
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CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
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NCM Capital Management, LLC
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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Ktf Investments, Llc
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Advisors Capital Management, LLC
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Deseret Mutual Benefit Administrators
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Catalyst Capital Advisors LLC
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Alhambra Investment Partners LLC
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West Paces Advisors Inc.
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Auxier Asset Management
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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Eubel Brady & Suttman Asset Management Inc
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Mitsubishi UFJ Trust & Banking Corp
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Mesirow Financial Investment Management, Inc.
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Action Point Financial Planning, Llc
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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Redhawk Wealth Advisors, Inc.
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V2 Financial group LLC
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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EntryPoint Capital, LLC
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Bradley Foster & Sargent Inc/ct
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Oslo Pensjonsforsikring AS
|
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ISAM Funds (UK) Ltd
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American Century Companies Inc
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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Edgewood Management Llc
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Horizon Funds - Horizon Core Equity ETF
|
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|
Voloridge Investment Management, Llc
|
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CMH Wealth Management LLC
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|
Fifth Third Wealth Advisors LLC
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|
Cassaday & Co Wealth Management LLC
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OpenArc Corporate Advisory, LLC
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|
BlackRock ETF Trust - iShares Enhanced Large Cap Core Active ETF
|
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|
Orion Capital Management LLC
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Redwood Investment Management, Llc
|
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Twin Lakes Capital Management, LLC
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JTC Employer Solutions Trusteee Ltd
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|
Aqr Capital Management Llc
|
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|
Signal Advisors Wealth, LLC
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|
Alliance Private Wealth, LLC
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|
Fiduciary Alliance LLC
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Jump Financial, LLC
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|
Profunds - Profund Vp Large-cap Value
|
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|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
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|
MKTN - Federated Hermes ETF Trust - Federated Hermes MDT Market Neutral ETF
|
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|
Spdr S&p 500 Etf Trust
|
|
|
|
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|
Plotkin Financial Advisors, LLC
|
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|
NewEdge Wealth, LLC
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|
Exencial Wealth Advisors, Llc
|
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|
Investment House Llc
|
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|
Horizon Funds - Horizon Managed Risk ETF
|
|
|
|
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|
Point72 Asset Management, L.P.
|
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|
MCF Advisors LLC
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|
Ubs Asset Management Americas Inc
|
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|
Evelyn Partners Investment Management LLP
|
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|
Carret Asset Management, Llc
|
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|
Mizuho Securities Usa Llc
|
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|
Brooks, Moore & Associates, Inc.
|
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|
|
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|
Sendero Wealth Management, LLC
|
|
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|
|
|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and Solana 75/25 Strategy ETF
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
TRB Wealth Management, LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
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|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Monetary Solutions, Ltd
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Basecamp Wealth Advisors LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
First Nebraska Trust Co
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Vision Retirement, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
Pacifica Partners Inc.
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
MAC Alpha Capital Management, LP
|
|
|
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|
|
Community Financial Services Group, LLC
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Jackson Square Capital, Llc
|
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|
Two West Capital Advisors LLC
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Clark & Stuart, Inc
|
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|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
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|
MTM Investment Management, LLC
|
|
|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Albar Capital Partners LLP
|
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|
Novem Group
|
|
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|
JGP Wealth Management, LLC
|
|
|
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|
Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Maimon Wealth Management Ltd.
|
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|
|
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|
Ascent Wealth Partners, LLC
|
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|
|
Towercrest Capital Management
|
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|
Whetstone Capital Advisors, LLC
|
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|
Arkadios Wealth Advisors
|
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|
Cahaba Wealth Management, Inc.
|
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|
Carolina Wealth Advisors, LLC
|
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|
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|
Diligent Investors, LLC
|
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|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
|
|
HBK Sorce Advisory LLC
|
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|
First National Bank of Hutchinson
|
|
|
|
|
|
Fideuram Asset Management (Ireland) dac
|
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|
Institute for Wealth Management, LLC.
|
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|
Maryland Capital Advisors Inc.
|
|
|
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
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|
Ethic Inc.
|
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Pinnacle Associates Ltd
|
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|
Root Financial Partners, LLC
|
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|
Excalibur Management Corp
|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
Keel Point, LLC
|
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
|
T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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|
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|
|
Skba Capital Management Llc
|
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|
Edmp, Inc.
|
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|
Clark Asset Management, LLC
|
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|
D.a. Davidson & Co.
|
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|
Fullerton Fund Management Co Ltd
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
Concord Wealth Partners
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
|
AAUS - EA Series Trust - Alpha Architect US Equity ETF
|
|
|
|
|
|
Axxion S.A.
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and XRP 75/25 Strategy ETF
|
|
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|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
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|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Chesapeake Asset Management Llc
|
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|
|
Boston Family Office Llc
|
|
|
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|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Prosperity Bancshares Inc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Sanctuary Advisors, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Bannerstone Capital Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B3
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Sun Financial Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Navigation Group, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Peck Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
WHI TRUST Co LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
CrossGen Wealth, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Everest Financial Group LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Delaware Management Holdings, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Twin Cities Retirement Group LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Nykredit A/S
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Virginia Estate & Retirement Planning Advisors Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Entrust Financial Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
VVLIX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class I
|
|
|
|
|
|
Wellington Grp LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QSY - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Bayban
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Cambient Family Office, Llc
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
United Financial Planning Group LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
AAUA - EA Series Trust - Alpha Architect US Equity 3 ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Downshift Financial, LLC
|
|
|
|
|
|
Asset One Wealth Management LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Havemeyer Place LP
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Wealth Enhancement Trust Services, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
AVOS - EA Series Trust - Avos Global Equities ETF
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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Zullo Investment Group, Inc.
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Laurel Wealth Advisors LLC
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Arbor Capital Management Inc /adv
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
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Capital Financial Group Inc\co\ /adv
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Siemens Fonds Invest GmbH
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Cromwell Holdings LLC
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Goldstone Financial Group, LLC
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Berger Financial Group, Inc
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Evergreen Wealth Solutions, LLC
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AlphaStar Capital Management, LLC
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Public Sector Pension Investment Board
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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Keating Financial Advisory Services, Inc.
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Meiji Yasuda Asset Management Co Ltd.
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Private Trust Co Na
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
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SOA Wealth Advisors, LLC.
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
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Tyche Wealth Partners LLC
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Baxter Bros Inc
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Advisory Services Network, LLC
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L2 Asset Management, LLC
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Landaas & Co /wi /adv
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Agp Franklin, Llc
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Terril Brothers, Inc.
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R Squared Ltd
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TBH Global Asset Management, LLC
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Waterloo Capital, L.P.
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VAUGHAN & Co SECURITIES, INC.
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Main Street Financial Solutions, LLC
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Old Peak Finance LLC
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ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Walsh & Associates, LLC
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Arrowstreet Capital, Limited Partnership
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Birchbrook, Inc.
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First Western Trust Bank
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National Pension Service
|
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Chilton Investment Co Llc
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Income Insurance Ltd
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Marks Group Wealth Management, Inc
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First Manhattan Co
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Diversified Trust Co
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Retirement Wealth Solutions LLC
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Summit Wealth Partners, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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SkyOak Wealth, LLC
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Kovitz Investment Group Partners, LLC
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Pinnacle Holdings, LLC
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Alight Capital Management LP
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Janney Montgomery Scott LLC
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Mraz, Amerine & Associates, Inc.
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Kelman-Lazarov, Inc.
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DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
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Cahill Financial Advisors Inc
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Linden Thomas Advisory Services, LLC
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Westwood Holdings Group Inc
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Centiva Capital, LP
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Enzi Wealth
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Napier Financial, LLC
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First Foundation Advisors
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Wesbanco Bank Inc
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AIA Group Ltd
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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Somerset Group LLC
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Kayne Anderson Rudnick Investment Management Llc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Frank, Rimerman Advisors LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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Mcdonald Partners Llc
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Monticello Wealth Management, Llc
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Nwam Llc
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Whitener Capital Management, Inc.
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CVA Family Office, LLC
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Summit Trail Advisors, Llc
|
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Nova Wealth Management, Inc.
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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Summit Financial Wealth Advisors, LLC
|
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Scopus Asset Management, L.p.
|
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JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Allegheny Financial Group LTD
|
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CIBC Bancorp USA Inc.
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Curated Wealth Partners LLC
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Byrne Asset Management LLC
|
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|
Burkett Financial Services, Llc
|
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|
Investment Management Corp of Ontario
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Rexford Capital Inc
|
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|
NFP Retirement, Inc.
|
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Capital Performance Advisors Llp
|
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|
Argent Trust Co
|
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|
Retirement Capital Strategies
|
|
|
|
|
|
RB Capital Management, LLC
|
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|
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|
|
Stockman Wealth Management, Inc.
|
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|
HighPoint Advisor Group LLC
|
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|
Swiss Re Ltd
|
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|
Glass Jacobson Investment Advisors llc
|
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|
BOK Financial Private Wealth, Inc.
|
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|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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|
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|
Ronald Blue Trust, Inc.
|
|
|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
ROCQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Yield ETF
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Swiss Life Asset Management Ltd
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
CVKFX - Victory Portfolios IV - Victory Pioneer Disciplined Value Fund Class R6
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
TIAA Wealth Investment Management LLC
|
|
|
|
|
|
PCM Encore, LLC
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
ROCY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Yield ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Hardworking Capital Advisors, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Excelsior Advisor Network LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Ankerstar Wealth, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Arta Finance Wealth Management LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
BlackRock ETF Trust - iShares Nasdaq Premium Income Active ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
JKF - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Optimist Retirement Group LLC
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FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
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Modera Wealth Management, LLC
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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Geneos Wealth Management Inc.
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Atomi Financial Group, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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Wealth Advisors of Tampa Bay, LLC
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
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FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
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Stg Securities, Llc
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Steigerwald, Gordon & Koch Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Inspire Trust Co, N.a.
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Van Eck Associates Corp
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AA Financial Advisors, LLC
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Pettee Investors, Inc.
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Financial Consulate, Inc
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Wakefield Asset Management LLLP
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
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Harbor Capital Advisors, Inc.
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PENN SERIES FUNDS INC - Mid Cap Value Fund
|
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Founders Financial Alliance, LLC
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JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
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Hikari Power Ltd
|
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J.P. Marvel Investment Advisors, LLC
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Catalytic Wealth RIA, LLC
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Northwest Financial Advisors
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Centerpoint Advisors, LLC
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First United Bank Trust/
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Naples Global Advisors, Llc
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MUFG Securities EMEA plc
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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N.E.W. Advisory Services LLC
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
Newman Dignan & Sheerar, Inc.
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Silver Grove Financial Group, Inc.
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Shrier Wealth Management, Llc
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Truist Financial Corp
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Tripletail Wealth Management, LLC
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Old North State Trust, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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TD Capital Management LLC
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Exeter Financial, LLC
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Morningstar Funds Trust - Morningstar Alternatives Fund
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Kovack Advisors, Inc.
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Waddell & Associates, Llc
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Woodmont Investment Counsel Llc
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Wealthspire Advisors, LLC
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First American Trust, Fsb
|
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Vanguard Global Advisers, LLC
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Nomura Asset Management Co Ltd
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Csenge Advisory Group
|
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Mercer Global Advisors Inc /adv
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Dougherty & Associates, LLC
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NEOS Investment Management LLC
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Old Second National Bank Of Aurora
|
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Progressive Investment Management Corp
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Carter Financial Group, INC.
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Natixis Advisors, L.p.
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Kornitzer Capital Management Inc /ks
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Abbot Financial Management, Inc.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Angeles Wealth Management, Llc
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Ci Investments Inc.
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Spinnaker Trust
|
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City State Bank
|
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Man Group plc
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Mark Sheptoff Financial Planning, Llc
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Bnp Paribas Arbitrage, Sa
|
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Public Employees Retirement Association Of Colorado
|
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Venturi Wealth Management, LLC
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USS Investment Management Ltd
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Liberty Capital Management, Inc.
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Panagora Asset Management Inc
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Lantern Wealth Advisors, LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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Connecticut Wealth Management, LLC
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Wynn Capital, LLC
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
Osborne Partners Capital Management, Llc
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Coldstream Capital Management Inc
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Cetera Trust Company, N.A
|
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|
MEMBERS Trust Co
|
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Northstar Advisory Group, LLC
|
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Mairs & Power Inc
|
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Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
Vontobel Holding Ltd.
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Inscription Capital, LLC
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|
Evergreen Capital Management Llc
|
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Chelsea Counsel Co
|
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M&G Plc
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
South Dakota Investment Council
|
|
|
|
|
|
Element Wealth, LLC
|
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|
Wesleyan Assurance Society
|
|
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Acropolis Investment Management, LLC
|
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|
Laurel Oak Wealth Management, Llc
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Fiduciary Group LLC
|
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|
Cartenna Capital, LP
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Shelton Capital Management
|
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|
Sovereign Financial Group, Inc.
|
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|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
360 Financial, Inc.
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
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|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
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|
|
Bath Savings Trust Co
|
|
|
|
|
|
Align Financial, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
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|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
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|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PQUS - 2023 ETF Series Trust - Pictet AI Enhanced US Equity ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Tidemark, LLC
|
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|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
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|
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|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
PWC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
PRNT - Ark ETF Trust - The 3D Printing ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Forteris Wealth Management Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sunrise Financial Services, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Meramec Financial Planners, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Basepoint Wealth LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
AlphaGrep UK Ltd
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Diker Management Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets Llc
|
|
|
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
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Glenmede Trust Co Na
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Vanguard Investments Australia, Ltd.
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CHICAGO TRUST Co NA
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Roffman Miller Associates Inc /pa/
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Raffa Wealth Management, Llc
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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Jeppson Wealth Management, Llc
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Legacy Wealth Asset Management, LLC
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VLCGX - VALIC Co I - Large Capital Growth Fund
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HSPX - Global X Funds - Global X S&P 500 Covered Call ETF
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Boothbay Fund Management, Llc
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MLG Wealth Management DBA Pine Grove Financial Group
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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Bnp Paribas
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Wbh Advisory Inc
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Principal Financial Group Inc
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Kaizen Financial Strategies
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Winning Points Advisors, LLC
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
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Jennison Associates Llc
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Reuter James Wealth Management, Llc
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LifeSteps Financial, Inc.
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Bridgefront Capital, LLC
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First Financial Corp /in/
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SEB Asset Management AB
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Stoneridge Investment Partners Llc
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San Luis Wealth Advisors LLC
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Associated Banc-corp
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Courier Capital Llc
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Cypress Capital Group
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
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Wealth Architects, LLC
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CoreFirst Bank & Trust
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USEW - EA Series Trust - Cambria US EW ETF
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Ariadne Wealth Management, LP
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Auxano Advisors, LLC
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Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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Ade, Llc
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First Commonwealth Financial Corp /pa/
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Hikari Tsushin, Inc.
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Advisers Investment Trust - State Farm Growth Fund
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Danske Bank A/s
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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Empirical Finance, LLC
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CenterStar Asset Management, LLC
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Verition Fund Management LLC
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Wedge Capital Management L L P/nc
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ROSS\JOHNSON & Associates LLC
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Oribel Capital Management, LP
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Flynn Zito Capital Management, Llc
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DKRT Investments Corp.
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Clearwave Capital, LLC
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Ancora Advisors, LLC
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Union Savings Bank
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MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
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CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and Ethereum 75/25 Strategy ETF
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Guardian Wealth Advisors, LLC
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Proathlete Wealth Management Llc
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Yoffe Investment Management, LLC
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Commerce Bank
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Morse Asset Management, Inc
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Stephenson National Bank & Trust
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Hudock, Inc.
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LaSalle St. Investment Advisors, LLC
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Louisiana State Employees Retirement System
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JOYT - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity and Options Total Return ETF
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Luminist Capital LLC
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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Allianz Asset Management GmbH
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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MWA Asset Management
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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LRI Investments, LLC
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Truvestments Capital Llc
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Meeder Advisory Services, Inc.
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
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Trinity Financial Advisors LLC
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Element Squared LLC
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Bank of New York Mellon Corp
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Platform Technology Partners
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Westfuller Advisors, LLC
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New England Capital Financial Advisors LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
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Vestmark Advisory Solutions, Inc.
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Kcm Investment Advisors Llc
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Hedges Asset Management LLC
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Korea Investment CORP
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
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Checchi Capital Advisers, LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Paradigm Financial Partners, Llc
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
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Nalls Sherbakoff Group, Llc
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Key Client Fiduciary Advisors, LLC
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Leavell Investment Management, Inc.
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Hartford Investment Management Co
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Dynasty Wealth Management, Llc
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Universal- Beteiligungs- und Servicegesellschaft mbH
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StoneX Group Inc.
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Matrix Private Capital Group Llc
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Compass Ion Advisors, LLC
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Ntv Asset Management Llc
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
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Highline Wealth Partners Llc
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Haverford Trust Co
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Hills Bank & Trust Co
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Novak & Powell Financial Services, Inc.
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Foster Group, Inc.
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Torno Capital, Llc
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AF Advisors, Inc.
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Providence Capital Advisors, LLC
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
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Caldwell Trust Co
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