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COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
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Compton Financial Group, LLC
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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Laurel Wealth Advisors LLC
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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ARS Wealth Advisors Group, LLC
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Louisiana State Employees Retirement System
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Avestar Capital, LLC
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
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Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
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Cornerstone Total Return Fund Inc
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Geneos Wealth Management Inc.
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ORG Partners LLC
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Crewe Advisors LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Texas Capital Bancshares Inc/tx
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Lansforsakringar Fondforvaltning AB (publ)
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Roxbury Financial LLC
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
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Sunpointe, LLC
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West Chester Capital Advisors, Inc
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San Luis Wealth Advisors LLC
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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Charter Trust Co
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Salzhauer Michael
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Salomon & Ludwin, LLC
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CWA Asset Management Group, LLC
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SOL Capital Management CO
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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AMG National Trust Bank
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Dunhill Financial, LLC
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
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Fulton Bank, N.a.
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Sumitomo Life Insurance Co
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Sax Wealth Advisors, Llc
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Horizon Investments, LLC
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PDS Planning, Inc
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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Gries Financial Llc
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OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
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Rise Advisors, LLC
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Soltis Investment Advisors LLC
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Commonwealth Retirement Investments LLC
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apricus wealth, LLC
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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Fortis Group Advisors, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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Colonial Trust Advisors
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Access Investment Management LLC
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Richardson Capital Management LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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GM Advisory Group, Inc.
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River Road Asset Management, LLC
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S&co Inc
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Centerpoint Advisors, LLC
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Neville Rodie & Shaw Inc
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Dogwood Wealth Management LLC
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Ameriprise Financial Inc
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Financial Council Asset Management Inc
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Crumly & Associates Inc.
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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First United Bank Trust/
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Applied Finance Capital Management, LLC
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Ogorek Anthony Joseph /ny/ /adv
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Midwest Trust Co
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Windsor Capital Management, LLC
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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Asset Dedication, LLC
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McIlrath & Eck, LLC
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Skopos Labs, Inc.
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EntryPoint Capital, LLC
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Townsend & Associates, Inc
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Picton Mahoney Asset Management
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Brass Tax Wealth Management, Inc
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Sumitomo Mitsui Trust Holdings, Inc.
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D. E. Shaw & Co., Inc.
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Securian Asset Management, Inc
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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Vise Technologies, Inc.
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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Atlas Brown,Inc.
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Ashton Thomas Private Wealth, LLC
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|
D.a. Davidson & Co.
|
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|
Enterprise Financial Services Corp
|
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|
Td Asset Management Inc
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
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|
|
|
|
Equitable Holdings, Inc.
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
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|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
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|
Oakworth Capital, Inc.
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
|
|
Davis R M Inc
|
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|
First Hawaiian Bank
|
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|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
|
|
|
Smithfield Trust Co
|
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|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
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|
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|
BluePath Capital Management, LLC
|
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|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
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|
ABN AMRO Bank N.V.
|
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|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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|
|
Deutsche Bank Ag\
|
|
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|
Mraz, Amerine & Associates, Inc.
|
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|
Cape Ann Savings Bank
|
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|
|
Altman Advisors, Inc.
|
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|
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|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
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|
|
|
|
Procyon Private Wealth Partners, LLC
|
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|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
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|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
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|
|
|
|
Nearwater Capital Markets, Ltd
|
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|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Riggs Asset Managment Co. Inc.
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|
Integrated Capital Management, LLC
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|
Ambassador Advisors, LLC
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|
Prestige Wealth Management Group LLC
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|
Meridian Wealth Management, LLC
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|
Capitolis Liquid Global Markets LLC
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|
Community Trust & Investment Co
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Wright Investors Service Inc
|
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|
California Public Employees Retirement System
|
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|
Norden Group Llc
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Colonial Trust Co / SC
|
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Nomura Asset Management Co Ltd
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|
Meeder Asset Management Inc
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Pallas Capital Advisors LLC
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JCIC Asset Management Inc.
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Daymark Wealth Partners, Llc
|
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Impact Asset Management GmbH
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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JGP Wealth Management, LLC
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Berkshire Asset Management Llc/pa
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Rakuten Investment Management, Inc.
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Central Bank & Trust Co
|
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Gardner Russo & Quinn Llc
|
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Kaufman Rossin Wealth, LLC
|
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Jones Financial Companies Lllp
|
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Envestnet Asset Management Inc
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
Pitcairn Co
|
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|
FNY Investment Advisers, LLC
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
EFG Asset Management (North America) Corp.
|
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|
Youngs Advisory Group, Inc.
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Buckhead Capital Management Llc
|
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|
Montag A & Associates Inc
|
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|
MidWestOne Financial Group, Inc.
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Guggenheim Strategic Opportunities Fund
|
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Leeward Financial Partners, LLC
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Advisory Alpha, LLC
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Rsm Us Wealth Management Llc
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Ensign Peak Advisors, Inc
|
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Profunds - Profund Vp Bull
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
William B. Walkup & Associates, Inc.
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
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|
Cornerstone Management, Inc.
|
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Sherbrooke Park Advisers Llc
|
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Savant Capital, LLC
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IAM Advisory, LLC
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Beverly Hills Private Wealth, LLC
|
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|
Powers Advisory Group, LLC
|
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|
Garrett Wealth Advisory Group, LLC
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
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|
Armstrong, Fleming & Moore, Inc
|
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E&G Advisors, LP
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Blair William & Co/il
|
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|
Public Employees Retirement System Of Ohio
|
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|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
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|
Capital Asset Advisory Services LLC
|
|
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|
|
Blake Schutter Theil Wealth Advisors, LLC
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Neuberger Berman Group LLC
|
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|
Harvey Investment Co Llc
|
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Oxford Asset Management Llp
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Traub Capital Management LLC
|
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|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
Sigma Planning Corp
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Duncker Streett & Co Inc
|
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|
|
Alberta Investment Management Corp
|
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|
Platform Technology Partners
|
|
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|
Florida Financial Advisors, Llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
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|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
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|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
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|
Level Four Advisory Services, Llc
|
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|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
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|
|
denkapparat Operations GmbH
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Princeton Capital Management Llc
|
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Addenda Capital Inc.
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
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Ellis Investment Partners, LLC
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Davis Investment Partners, LLC
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Signature Estate & Investment Advisors Llc
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Retirement Systems of Alabama
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Nomura Holdings Inc
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Cable Hill Partners, LLC
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Hartland & Co., LLC
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Bridgefront Capital, LLC
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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Forbes J M & Co Llp
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Bokf, Na
|
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Kingsview Wealth Management, LLC
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
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Dai-Ichi Life Insurance Company, Ltd
|
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Capital Investment Advisory Services, LLC
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Massmutual Trust Co Fsb/adv
|
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
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Sonora Investment Management Group, LLC
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
SG Americas Securities, LLC
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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WASHINGTON TRUST Co
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Econ Financial Services Corp
|
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Interchange Capital Partners, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Personal Cfo Solutions, Llc
|
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Mcrae Capital Management Inc
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Ag2r La Mondiale Gestion D'actifs
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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Proficio Capital Partners LLC
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Northwest Wealth Management, Llc
|
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Strategic Financial Concepts, LLC
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
North Dallas Bank & Trust Co
|
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Dean Investment Associates, Llc
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
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Viking Fund Management Llc
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Credit Agricole S A
|
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17 Capital Partners, Llc
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Oak Asset Management, LLC
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
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|
Shepherd Kaplan Krochuk, Llc
|
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|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Swedbank AB
|
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|
Miracle Mile Advisors, LLC
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Liberty Square Wealth Partners Llc
|
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|
Wesbanco Bank Inc
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Koshinski Asset Management, Inc.
|
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|
Guardian Asset Advisors, LLC
|
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|
SummitTX Capital, L.P.
|
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Gts Securities Llc
|
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|
Brown Brothers Harriman & Co
|
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|
Morgan Stanley
|
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|
Kestra Advisory Services, LLC
|
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|
SJS Investment Consulting Inc.
|
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|
Home Federal Bank Of Tennessee
|
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|
IMG Wealth Management, Inc.
|
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|
Varma Mutual Pension Insurance Co
|
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
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|
Prudent Man Investment Management, Inc.
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
Agp Franklin, Llc
|
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|
|
|
Assenagon Asset Management S.A.
|
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|
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|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
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ProVise Management Group, LLC
|
|
|
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|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
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|
Winthrop Capital Management, LLC
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
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|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Fruth Investment Management
|
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|
Sabal Trust CO
|
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|
Patton Fund Management, Inc.
|
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Armis Advisers, LLC
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|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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|
Belpointe Asset Management LLC
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Invesco Ltd.
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
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Capital A Wealth Management, LLC
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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|
Cetera Investment Advisers
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Vestor Capital, Llc
|
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|
Plancorp, LLC
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Lazard Asset Management Llc
|
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Pin Oak Investment Advisors Inc
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Panagora Asset Management Inc
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Lloyd Advisory Services, LLC.
|
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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|
Linscomb & Williams, Inc.
|
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Avalon Trust Co
|
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Atom Investors LP
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Gabelli Funds Llc
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Fiera Capital Corp
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Stonebridge Financial Group, LLC
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Exane Asset Management
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Tiaa Trust, National Association
|
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Perbak Capital Partners LLP
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Sittner & Nelson, Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
Bartlett & Co. Wealth Management Llc
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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|
Junto Capital Management LP
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
Bare Financial Services, Inc
|
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KG&L Capital Management,LLC
|
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Painted Porch Advisors LLC
|
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Penobscot Investment Management Company, Inc.
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DekaBank Deutsche Girozentrale
|
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Longfellow Investment Management Co Llc
|
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International Assets Investment Management, Llc
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
Kfg Wealth Management, Llc
|
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Wells Fargo Global Dividend Opportunity Fund
|
|
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|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
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|
Tompkins Financial Corp
|
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|
Highline Wealth Partners Llc
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
Canada Post Corp Registered Pension Plan
|
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|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
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|
Fortress Financial Group, Llc
|
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|
Holistic Financial Partners
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
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|
Glen Eagle Advisors, LLC
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
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|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
Telos Capital Management, Inc.
|
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|
Congress Asset Management Co /ma
|
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|
LifeGuide Financial Advisors, LLC
|
|
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
GWM Advisors LLC
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Parthenon Llc
|
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Opal Wealth Advisors, LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Cookson Peirce & Co Inc
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Claro Advisors LLC
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Texas Capital Bank Wealth Management Services Inc
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Park Place Capital Corp
|
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Norges Bank
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
Cullinan Associates Inc
|
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GAMMA Investing LLC
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Rossby Financial, LCC
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SlateStone Wealth, LLC
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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|
SC&H Financial Advisors, Inc.
|
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|
New Wave Wealth Advisors Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
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BI Asset Management Fondsmaeglerselskab A/S
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Wrapmanager Inc
|
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|
We Are One Seven, LLC
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Principle Wealth Partners Llc
|
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CIBC Private Wealth Group, LLC
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
Atwood & Palmer Inc
|
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|
Van Hulzen Asset Management, LLC
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Westend Capital Management LLC
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Marcum Wealth, LLC
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Martingale Asset Management L P
|
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Federation des caisses Desjardins du Quebec
|
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
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Bard Financial Services, Inc.
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Hennessy Advisors Inc
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Gold Investment Management Ltd.
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Chicago Partners Investment Group LLC
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Clear Investment Research, Llc
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
South Plains Financial, Inc.
|
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Harvest Investment Advisors, LLC
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Planned Solutions, Inc.
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GeoWealth Management, LLC
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Intech Investment Management Llc
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Manufacturers Life Insurance Company, The
|
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Smartleaf Asset Management LLC
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Cullen Capital Management, LLC
|
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Congress Wealth Management LLC / DE /
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Machina Capital S.a.s.
|
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Ing Groep Nv
|
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|
Supplemental Annuity Collective Trust of NJ
|
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Knollwood Investment Advisory, LLC
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Donaldson Capital Management, Llc
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National Asset Management, Inc.
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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Delta Asset Management Llc/tn
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Federated Hermes, Inc.
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MetLife Investment Management, LLC
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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Wealth Management Associates, Inc.
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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Delta Financial Advisors Llc
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
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|
First Business Financial Services, Inc.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Shelton Capital Management
|
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AssuredPartners Investment Advisors, LLC
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Chronos Wealth Management, LLC
|
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|
Fort Sheridan Advisors Llc
|
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|
Taylor Financial Group, Inc.
|
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VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
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|
Kentucky Retirement Systems
|
|
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|
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|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
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|
Wellington Shields & Co., LLC
|
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|
Raleigh Capital Management Inc.
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
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|
MTM Investment Management, LLC
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
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|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
Parvin Asset Management, LLC
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
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|
Portside Wealth Group, LLC
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
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|
|
|
Vaughan David Investments Inc/il
|
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|
Greenfield Savings Bank
|
|
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|
Cary Street Partners Financial Llc
|
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|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
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|
Ameritas Investment Partners, Inc.
|
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|
|
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|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
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|
Aviva Plc
|
|
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
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|
|
Intrua Financial, LLC
|
|
|
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|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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Covestor Ltd
|
|
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|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Daiwa Securities Group Inc.
|
|
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|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
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|
Aurdan Capital Management, LLC
|
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|
TD Waterhouse Canada Inc.
|
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Handelsbanken Fonder AB
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Denali Advisors Llc
|
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Modera Wealth Management, LLC
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
Catalytic Wealth RIA, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Precedent Wealth Partners, Llc
|
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Lbmc Investment Advisors, Llc
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
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|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Mufg Securities Americas Inc.
|
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Journey Advisory Group, LLC
|
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Kennebec Savings Bank
|
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Vista Investment Partners Ii, Llc
|
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
DnB Asset Management AS
|
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|
Leavell Investment Management, Inc.
|
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Harbor Advisors LLC
|
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Sky Investment Group LLC
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
Impact Capital Partners LLC
|
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|
Edgestream Partners, L.P.
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
NorthCrest Asset Manangement, LLC
|
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|
Entropy Technologies, LP
|
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|
Ellevest, Inc.
|
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River Wealth Advisors LLC
|
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|
Ostrum Asset Management
|
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|
Keebeck Wealth Management, LLC
|
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|
Wells Fargo & Company/mn
|
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|
WealthTrust Axiom LLC
|
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|
|
Symphony Financial, Ltd. Co.
|
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|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
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|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
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|
Lynx Investment Advisory
|
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|
Seacrest Wealth Management, Llc
|
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|
National Pension Service
|
|
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|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
|
|
|
Figure 8 Investment Strategies Llc
|
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|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
|
Heartland Advisors Inc
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
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|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
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|
Cvfg Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Susquehanna International Group, Llp
|
|
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|
Red Cedar Investment Management, Llc
|
|
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|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
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|
BancorpSouth Bank
|
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|
Peak6 Llc
|
|
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|
Roble, Belko & Company, Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bayview Asset Management, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
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|
Motco
|
|
|
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
|
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|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
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|
|
Austin Private Wealth, LLC
|
|
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Spire Wealth Management
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
PrairieView Partners, LLC
|
|
|
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
|
Kiker Wealth Management, LLC
|
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|
Trifecta Capital Advisors, LLC
|
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|
Harbor Investment Advisory, Llc
|
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SOUTH STATE Corp
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Prelude Capital Management, Llc
|
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Guardian Wealth Advisors, Llc / Nc
|
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|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
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|
|
|
Morton Community Bank
|
|
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|
Signature Resources Capital Management, LLC
|
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|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
Arizona State Retirement System
|
|
|
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|
Point72 Asset Management, L.P.
|
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Bontempo Ohly Capital Mgmt Llc
|
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Brookstone Capital Management
|
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Police & Firemen's Retirement System of New Jersey
|
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|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
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|
|
GPS Wealth Strategies Group, LLC
|
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|
Journey Strategic Wealth Llc
|
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Rogco, Lp
|
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Kesler, Norman & Wride, LLC
|
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|
Peapack Gladstone Financial Corp
|
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|
Financial Network Wealth Advisors LLC
|
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|
Valeo Financial Advisors, LLC
|
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Generali Asset Management SPA SGR
|
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Comerica Bank
|
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|
Redhawk Wealth Advisors, Inc.
|
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Iams Wealth Management, Llc
|
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Pioneer Trust Bank N A/or
|
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|
Fidelis Capital Partners, LLC
|
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Wills Financial Group LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Carson Advisory Inc.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Kilter Group LLC
|
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|
Baader Bank INC
|
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Nvwm, Llc
|
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Atlas Wealth Partners, LLC
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
Granite FO LLC
|
|
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|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
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|
|
Well Done, LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
Brown Miller Wealth Management, LLC
|
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|
Tufton Capital Management
|
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|
Jpmorgan Chase & Co
|
|
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|
Atlas Wealth LLC
|
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|
Parkworth Wealth Management, Inc.
|
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|
Delta Accumulation, LLC
|
|
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|
|
Bessemer Group Inc
|
|
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|
Capital International Inc /ca/
|
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
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|
Aster Capital Management (DIFC) Ltd
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Maseco Llp
|
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|
Letson Investment Management, Inc.
|
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Quadrant Capital Group Llc
|
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|
First Manhattan Co
|
|
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|
WPG Advisers, LLC
|
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|
Townsquare Capital Llc
|
|
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|
Russell Investments Group, Ltd.
|
|
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|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
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|
NewSquare Capital LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
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|
Wsfs Capital Management, Llc
|
|
|
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|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
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Concurrent Investment Advisors, LLC
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Donoghue Forlines LLC
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New Age Alpha Advisors, LLC
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Lowe Wealth Advisors, LLC
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Evercore Wealth Management, LLC
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
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Kera Capital Partners, Inc.
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Baltimore-Washington Financial Advisors, Inc.
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VSM Wealth Advisory, LLC
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Schonfeld Strategic Advisors LLC
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Good Life Advisors, LLC
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West Paces Advisors Inc.
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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BKD Wealth Advisors, LLC
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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DAVENPORT & Co LLC
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Ignite Planners, LLC
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North Star Investment Management Corp.
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Bahl & Gaynor Inc
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First Trust Advisors Lp
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Mount Yale Investment Advisors, LLC
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
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Meeder Advisory Services, Inc.
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Elevation Series Trust - RiverNorth Patriot ETF
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Warren Averett Asset Management, LLC
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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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Independent Solutions Wealth Management, LLC
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Mitsubishi UFJ Trust & Banking Corp
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Gateway Investment Advisers Llc
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IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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Barclays Plc
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Rafferty Asset Management, LLC
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Dougherty Wealth Advisers LLC
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State Street Corp
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Carolina Wealth Advisors, LLC
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WestEnd Advisors, LLC
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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Miramar Capital, LLC
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Prime Capital Investment Advisors, LLC
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Allianz Se
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Smith, Moore & Co.
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TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
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Raiffeisen Bank International AG
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Mountain Pacific Investment Advisers Inc/id
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Alliancebernstein L.p.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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Radnor Capital Management, LLC
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Hartford Investment Management Co
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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Park Avenue Securities Llc
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Souders Financial Advisors
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Quotient Wealth Partners, LLC
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Hamel Associates, Inc.
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RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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SCS Capital Management LLC
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Rhumbline Advisers
|
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Headlands Technologies LLC
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Valmark Advisers, Inc.
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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New York State Common Retirement Fund
|
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Mill Creek Capital Advisors, LLC
|
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Amalgamated Bank
|
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YANKCOM Partnership
|
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BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
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Valued Wealth Advisors LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Strs Ohio
|
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Twin Lakes Capital Management, LLC
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Atria Investments Llc
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Metis Global Partners, LLC
|
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Centerpoint Advisory Group
|
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Thompson Investment Management, Inc.
|
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GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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Paragon Private Wealth Management, LLC
|
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Ferguson Wellman Capital Management, Inc
|
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|
Carr Financial Group Corp
|
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Citadel Advisors Llc
|
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Aigen Investment Management, Lp
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
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|
Bellwether Advisors, LLC
|
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|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
CPA Asset Management LLC
|
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|
Klp Kapitalforvaltning As
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
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|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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|
|
Prospera Financial Services Inc
|
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|
|
|
United Community Bank
|
|
|
|
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|
Cranbrook Wealth Management, LLC
|
|
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|
Sowell Financial Services LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
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|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
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|
|
GenTrust, LLC
|
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|
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|
|
Mutual Advisors, LLC
|
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|
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|
180 Wealth Advisors, Llc
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
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|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
Shepherd Financial Partners LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
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|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
|
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|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
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|
Eqis Capital Management, Inc.
|
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|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
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|
Wbh Advisory Inc
|
|
|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
|
Wharton Business Group, LLC
|
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Nfj Investment Group, Llc
|
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Collective Family Office Llc
|
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
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|
Adirondack Trust Co
|
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|
Foresight Capital Management Advisors, Inc.
|
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Sitrin Capital Management LLC
|
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
Pathstone Holdings, LLC
|
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|
Gen-Wealth Partners Inc
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Exchange Traded Concepts, Llc
|
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Frank, Rimerman Advisors LLC
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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Tokio Marine Asset Management Co Ltd
|
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Blue Bell Private Wealth Management, Llc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Sound Income Strategies, LLC
|
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BlackRock, Inc.
|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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Winton Capital Group Ltd
|
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Wolverine Trading, Llc
|
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Lowe Brockenbrough & Co Inc
|
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Beach Investment Counsel Inc/pa
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Institute for Wealth Management, LLC.
|
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Sava Infond d.o.o.
|
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Smallwood Wealth Investment Management, LLC
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Trexquant Investment LP
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Wealthcare Advisory Partners LLC
|
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Conning Inc.
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Flaharty Asset Management, LLC
|
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Trillium Asset Management, Llc
|
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Community Bank, N.A.
|
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Anfield Capital Management, LLC
|
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Gulf International Bank (UK) Ltd
|
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Aspect Partners, LLC
|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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|
Mascoma Wealth Management LLC
|
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Caitlin John, LLC
|
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Fifth Third Bancorp
|
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Synovus Financial Corp
|
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Fulton Breakefield Broenniman Llc
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
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Gsa Capital Partners Llp
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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First Citizens Bank & Trust Co
|
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IFM Investors Pty Ltd
|
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Channing Capital Management, LLC
|
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Beutel, Goodman & Co Ltd.
|
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Indiana Trust & Investment Management CO
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Woodward Diversified Capital, Llc
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
Advisors Capital Management, LLC
|
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|
Silvant Capital Management LLC
|
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
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|
|
FSM Wealth Advisors, LLC
|
|
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|
|
Ransom Advisory, Ltd
|
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|
Transce3nd, LLC
|
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|
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|
Ipsen Advisor Group LLC
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
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|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
UBS Group AG
|
|
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|
Joel Isaacson & Co., LLC
|
|
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
rhino investment partners, Inc
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
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New England Asset Management Inc
|
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Circle Wealth Management, LLC
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Wealth Advisors of Tampa Bay, LLC
|
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Shell Asset Management Co
|
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|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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|
XTX Topco Ltd
|
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|
Canada Pension Plan Investment Board
|
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Robeco Institutional Asset Management B.V.
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
IHT Wealth Management, LLC
|
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|
North Point Portfolio Managers Corp/oh
|
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|
Bridgewater Advisors Inc.
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Cutler Investment Counsel Llc
|
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|
Fragasso Group Inc.
|
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|
Dakota Wealth Management
|
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Pines Wealth Management, LLC
|
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|
City Holding Co
|
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|
Key Client Fiduciary Advisors, LLC
|
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|
Elo Mutual Pension Insurance Co
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
Wescott Financial Advisory Group, LLC
|
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|
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|
Schulhoff & Co Inc
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
First National Trust Co
|
|
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|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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|
Quadrature Capital Ltd
|
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Invesco, Llc
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
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Mediolanum International Funds Ltd
|
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Heritage Investors Management Corp
|
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Everpar Advisors Llc
|
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Manning & Napier Advisors Llc
|
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|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Banque Cantonale Vaudoise
|
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Resources Management Corp /ct/ /adv
|
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Strategic Planning, Inc.
|
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|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
Mengis Capital Management, Inc.
|
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|
First Pacific Financial
|
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|
Janus Henderson Group Plc
|
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Change Path, LLC
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
EP Wealth Advisors, Inc.
|
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Epoch Investment Partners, Inc.
|
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Capital Research Global Investors
|
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
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|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Bank Of Stockton
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
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|
Iron Horse Wealth Management, LLC
|
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|
|
Advisory Services Network, LLC
|
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|
|
Valley National Advisers Inc
|
|
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|
Td Private Client Wealth Llc
|
|
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|
Bill Few Associates, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
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|
|
PUREfi Wealth, LLC
|
|
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|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
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|
Signaturefd, Llc
|
|
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|
Twin Capital Management Inc
|
|
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|
|
Clifford Swan Investment Counsel Llc
|
|
|
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|
|
Wealthquest Corp
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
CAPROCK Group, Inc.
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Northern Trust Corp
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Magnus Financial Group LLC
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Dynamic Advisor Solutions LLC
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Keudell/Morrison Wealth Management
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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Walleye Capital LLC
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Cassaday & Co Wealth Management LLC
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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Advisor Group Holdings, Inc.
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Multi-strategy Growth & Income Fund
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Nova Wealth Management, Inc.
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
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Global Financial Private Client, LLC
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
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Conrad Siegel Investment Advisors, Inc.
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Azimuth Capital Investment Management LLC
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Bank of New York Mellon Corp
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Bruce G. Allen Investments, LLC
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Novak & Powell Financial Services, Inc.
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FUKOKU MUTUAL LIFE INSURANCE Co
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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Zacks Investment Management
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Burt Wealth Advisors
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
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CFS Investment Advisory Services, LLC
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
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Webster Bank, N. A.
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
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Board of the Pension Protection Fund
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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Laurion Capital Management LP
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One Capital Management, LLC
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Assetmark, Inc
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Vinva Investment Management Ltd
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Sachetta, LLC
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SevenBridge Financial Group, LLC
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
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JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
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McGlone Suttner Wealth Management, Inc.
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Boston Private Wealth Llc
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Retirement Income Solutions, Inc
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Public Sector Pension Investment Board
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Charles Schwab Investment Management Inc
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Convergence Investment Partners, LLC
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Osterweis Capital Management Inc
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AlphaStar Capital Management, LLC
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Alecta Pensionsforsakring, Omsesidigt
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
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Aft, Forsyth & Sober, LLC
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GHP Investment Advisors, Inc.
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Fairman Group, LLC
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Cardiff Park Advisors, Llc
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Founders Financial Securities Llc
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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Calamos Wealth Management LLC
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Heritage Trust Co
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Lester Murray Antman dba SimplyRich
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Merrion Investment Management Co, LLC
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New York Life Investment Management Llc
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Brighton Jones Llc
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Cordatus Wealth Management LLC
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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Clarius Group, LLC
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Morningstar Investment Management LLC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Abel Hall, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Two Sigma Securities, Llc
|
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Nbc Securities, Inc.
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Valley Brook Capital Group, Inc.
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
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Prudential Plc
|
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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Hantz Financial Services, Inc.
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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UNIVEST FINANCIAL Corp
|
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|
Ritholtz Wealth Management
|
|
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Chevy Chase Trust Holdings, Inc.
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
Wetherby Asset Management Inc
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
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|
CENTRAL TRUST Co
|
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|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
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|
Basswood Capital Management, L.l.c.
|
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|
iA Global Asset Management Inc.
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Twinbeech Capital Lp
|
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PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
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|
Bridge Creek Capital Management LLC
|
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|
Tritonpoint Wealth, Llc
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Ci Investments Inc.
|
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|
Dodge & Cox
|
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|
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|
|
ProShare Advisors LLC
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Windward Private Wealth Management Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
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|
|
Investors Research Corp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
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|
Conservest Capital Advisors, Inc.
|
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
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|
|
Anderson Hoagland & Co
|
|
|
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|
|
Crawford Investment Counsel Inc
|
|
|
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|
|
Lantz Financial LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
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|
|
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|
Atria Wealth Solutions, Inc.
|
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|
Clean Yield Group
|
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|
