|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Envestnet Asset Management Inc
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Hanson & Doremus Investment Management
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Oppenheimer & Close, LLC
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Fifth Third Bancorp
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Joel Isaacson & Co., LLC
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SILVER OAK SECURITIES, Inc
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Sierra Summit Advisors Llc
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Pinnacle Associates Ltd
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Walleye Trading LLC
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Steel Peak Wealth Management LLC
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Exchange Traded Concepts, Llc
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Ameriprise Financial Inc
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Korea Investment CORP
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Tocqueville Asset Management L.p.
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
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QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
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New Mexico Educational Retirement Board
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1620 Investment Advisors, Inc.
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
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CI Private Wealth, LLC
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Western Wealth Management, LLC
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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ExodusPoint Capital Management, LP
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Signaturefd, Llc
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Pacifica Partners Inc.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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Boothbay Fund Management, Llc
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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Academy Capital Management Inc/tx
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
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Islay Capital Management, Llc
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Partnership Wealth Management, LLC
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Needham Investment Management Llc
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BOK Financial Private Wealth, Inc.
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Sittner & Nelson, Llc
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Deutsche Bank Ag\
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Pathway Financial Advisers, LLC
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Peoples Bank /oh
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Trexquant Investment LP
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Kavar Capital Partners Group, Llc
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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DekaBank Deutsche Girozentrale
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Rothschild Investment Llc
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HB Wealth Management, LLC
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Davy Global Fund Management Ltd
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Longfellow Investment Management Co Llc
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Aviance Capital Partners, LLC
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Apollon Wealth Management, LLC
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Security National Bank Of So Dak
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Consolidated Planning Corp
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Oak Harbor Wealth Partners, Llc
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Principal Street Partners, LLC
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1 North Wealth Services Llc
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Widmann Financial Services, Inc.
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Nisa Investment Advisors, Llc
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Forte Capital Llc /adv
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Huntington National Bank
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Carnegie Capital Asset Management, LLC
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CIBC Private Wealth Group, LLC
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Fifth Third Wealth Advisors LLC
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NovaPoint Capital, LLC
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Whipplewood Advisors, LLC
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Bfsg, Llc
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St Germain D J Co Inc
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Institute for Wealth Management, LLC.
|
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GABELLI & Co INVESTMENT ADVISERS, INC.
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Umb Bank N A/mo
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Financial Network Wealth Advisors LLC
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Johnson Investment Counsel Inc
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Jacobi Capital Management LLC
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Spinnaker Trust
|
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Putnam Fl Investment Management Co
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Opus Capital Group, LLC
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Dai-Ichi Life Insurance Company, Ltd
|
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Natural Investments, Llc
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
Dimensional Fund Advisors Lp
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Gotham Asset Management, LLC
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Seacrest Wealth Management, Llc
|
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|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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|
Battery Global Advisors, LLC
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|
Ntv Asset Management Llc
|
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|
Linden Thomas Advisory Services, LLC
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Accordant Advisory Group Inc
|
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|
Rhumbline Advisers
|
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|
Klingenstein Fields & Co Lp
|
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|
Oregon Public Employees Retirement Fund
|
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|
Duquesne Family Office LLC
|
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|
Stone Run Capital, Llc
|
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|
Powers Advisory Group, LLC
|
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|
Gsa Capital Partners Llp
|
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|
Aspect Partners, LLC
|
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|
Nuveen, LLC
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Kingswood Wealth Advisors, Llc
|
|
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|
Trifecta Capital Advisors, LLC
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
Lifeworks Advisors, LLC
|
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|
|
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|
Mission Wealth Management, Lp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
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|
Vermillion Wealth Management, Inc.
|
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
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|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
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|
|
Greenleaf Trust
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
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|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Valueworks Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
Two Point Capital Management, Inc.
|
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|
Bridgewater Advisors Inc.
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Fiduciary Group LLC
|
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|
Wetherby Asset Management Inc
|
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|
Zwj Investment Counsel Inc
|
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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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|
Center For Asset Management LLC
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
Nova Wealth Management, Inc.
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|
Empire Financial Management Company, LLC
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Patton Fund Management, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Boit C F David
|
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Massachusetts Wealth Management
|
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Trajan Wealth LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
Onefund, Llc
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
Macquarie Group Ltd
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Resources Investment Advisors, LLC.
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Legacy Private Trust Co.
|
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Estabrook Capital Management
|
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WealthTrust Axiom LLC
|
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
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|
|
Cubist Systematic Strategies, LLC
|
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|
Integrated Advisors Network LLC
|
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Pflug Koory, LLC
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Allegheny Financial Group LTD
|
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Atalanta Sosnoff Capital, Llc
|
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Peak Asset Management, LLC
|
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Farmers & Merchants Investments Inc
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Machina Capital S.a.s.
|
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|
Colony Group, LLC
|
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|
CTEX - PROSHARES TRUST - ProShares S&P Kensho Cleantech ETF
|
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|
CORDA Investment Management, LLC.
|
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CoreFirst Bank & Trust
|
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LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
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|
Avantax Advisory Services, Inc.
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
West Family Investments, Inc.
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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Arvest Bank Trust Division
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
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|
Aureus Asset Management, LLC
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
Minneapolis Portfolio Management Group, LLC
|
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|
Patron Partners Advisors, Llc
|
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|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
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|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
|
Coston, McIsaac & Partners
|
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|
|
|
|
Geode Capital Management, Llc
|
|
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
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|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
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|
|
Highline Wealth Partners Llc
|
|
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|
|
Smithfield Trust Co
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
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|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Talos Asset Management LP
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
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|
B. Metzler seel. Sohn & Co. AG
|
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Evoke Wealth, Llc
|
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Core Alternative Capital
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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|
CENTRAL TRUST Co
|
|
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|
Silvercrest Asset Management Group Llc
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
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|
Bare Financial Services, Inc
|
|
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|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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|
Bailard, Inc.
|
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Rock Point Advisors, LLC
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Verition Fund Management LLC
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
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|
Freestone Capital Holdings, LLC
|
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|
|
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|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
SWS Partners
|
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|
Greenwood Gearhart Inc
|
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|
Bellwether Advisors, LLC
|
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Choate Investment Advisors
|
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|
Manufacturers Life Insurance Company, The
|
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|
Sigma Planning Corp
|
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|
Goldman Sachs Group Inc
|
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|
EverSource Wealth Advisors, LLC
|
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|
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|
Everpar Advisors Llc
|
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|
|
Essex Savings Bank
|
|
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|
Czech National Bank
|
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Toronto Dominion Bank
|
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Eastern Bank
|
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Symphony Financial, Ltd. Co.
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
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|
Benson Investment Management Company, Inc.
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
|
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|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
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|
|
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|
We Are One Seven, LLC
|
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Meritage Portfolio Management
|
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Public Sector Pension Investment Board
|
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CIBC Asset Management Inc
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
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|
Corton Capital Inc.
|
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Williams Jones Wealth Management, LLC.
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
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Old National Bancorp /in/
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
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|
Dakota Community Bank & Trust NA
|
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|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
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|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
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tru Independence LLC
|
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|
Gabelli Equity Trust Inc
|
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New Hampshire Trust
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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|
Versant Capital Management, Inc
|
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|
Glenmede Trust Co Na
|
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Utah Retirement Systems
|
|
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|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
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|
IFG Advisors, LLC
|
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|
Mubadala Investment Co PJSC
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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|
Leo Wealth, LLC
|
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Two Sigma Securities, Llc
|
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Rafferty Asset Management, LLC
|
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IAG Wealth Partners, LLC
|
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|
Raleigh Capital Management Inc.
|
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LGT Financial Advisors LLC
|
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|
Fortitude Advisory Group L.L.C.
|
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|
Mv Capital Management, Inc.
|
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|
Kentucky Trust Co
|
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Gladstone Institutional Advisory LLC
|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
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|
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|
Fayez Sarofim & Co
|
|
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|
Northstar Group, Inc.
|
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|
Mairs & Power Inc
|
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Park Square Financial Group, LLC
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
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|
|
|
|
Amundi
|
|
|
|
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|
Moors & Cabot, Inc.
|
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|
Kwmg, Llc
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
Simmons Bank
|
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|
Mutual Of America Capital Management Llc
|
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Nbt Bank N A /ny
|
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|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Merit Financial Group, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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|
Nwam Llc
|
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|
GoalVest Advisory LLC
|
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|
|
Silvant Capital Management LLC
|
|
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|
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|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Westerly Capital Management, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Hood River Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Intrinsic Edge Capital Management LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
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Snowden Capital Advisors LLC
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Birchbrook, Inc.
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Mb, Levis & Associates, Llc
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Caldwell Securities, Inc
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Spire Wealth Management
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
Rise Advisors, LLC
|
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|
BKD Wealth Advisors, LLC
|
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|
Aull & Monroe Investment Management Corp
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Northwest Wealth Management, Llc
|
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Profunds - Profund Vp Bull
|
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|
SRS Capital Advisors, Inc.
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
|
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Integrated Wealth Concepts LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
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|
BlackRock, Inc.
|
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Grimes & Company, Inc.
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Dark Forest Capital Management Lp
|
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Cary Street Partner Investment Advisory Llc
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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Marathon Capital Management
|
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J.Safra Asset Management Corp
|
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Cypress Capital Group
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Oxford Asset Management Llp
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
|
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|
Vectors Research Management, LLC
|
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|
Autumn Glory Partners, LLC
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Elo Mutual Pension Insurance Co
|
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Patten & Patten Inc/tn
|
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Zurich Insurance Group Ltd/FI
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Flagship Harbor Advisors, Llc
|
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Kornitzer Capital Management Inc /ks
|
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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Farmers Trust Co
|
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Wesbanco Bank Inc
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Neuberger Berman Group LLC
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Royal London Asset Management Ltd
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Clear Street Markets Llc
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Aqr Capital Management Llc
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IXN - iSHARES TRUST - iShares Global Tech ETF
|
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Forum Financial Management, LP
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Holderness Investments Co
|
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
Resona Asset Management Co.,Ltd.
|
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IFS Advisors, LLC
|
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
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|
|
ProShare Advisors LLC
|
|
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|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
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|
Cibc World Markets Corp
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
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|
Stanley-Laman Group, Ltd.
|
|
|
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|
Good Life Advisors, LLC
|
|
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|
Fourth Dimension Wealth, LLC
|
|
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|
LFA - Lugano Financial Advisors SA
|
|
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|
Cidel Asset Management Inc
|
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|
Hartford Financial Management Inc.
|
|
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|
Wealth Watch Advisors, INC
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
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|
CX Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Charter Oak Advisors LP
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Activest Wealth Management
|
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
|
Addison Advisors LLC
|
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|
Berkshire Bank
|
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Nexus Investment Management ULC
|
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Wolff Wiese Magana Llc
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Brown Brothers Harriman & Co
|
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|
Ci Investments Inc.
|
|
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|
Kentucky Retirement Systems
|
|
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Citizens & Northern Corp
|
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
Public Employees Retirement System Of Ohio
|
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|
Evermay Wealth Management Llc
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Northern Trust Corp
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
Ashford Capital Management Inc
|
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|
Community Bank, N.A.
|
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|
Qrg Capital Management, Inc.
|
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|
1st Source Bank
|
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|
Parallel Advisors, LLC
|
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|
Briaud Financial Planning, Inc
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
|
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|
Commerce Bank
|
|
|
|
|
|
Stokes Family Office, LLC
|
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Sicart Associates LLC
|
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|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
|
TFG Advisers LLC
|
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|
Cardinal Point Capital Management, ULC
|
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Rokos Capital Management LLP
|
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Y-Intercept (Hong Kong) Ltd
|
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|
Barclays Plc
|
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|
Angeles Wealth Management, Llc
|
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Lincluden Management Ltd
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Acadian Asset Management Llc
|
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|
BRYN MAWR TRUST Co
|
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Princeton Capital Management Llc
|
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|
Key FInancial Inc
|
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|
WESCAP Management Group, Inc.
|
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|
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|
Strategies Wealth Advisors, LLC
|
|
|
|
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|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
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|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
Marcum Wealth, LLC
|
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Arkadios Wealth Advisors
|
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|
Investment Management Corp of Ontario
|
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|
New York Life Investment Management Llc
|
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Delta Investment Management, LLC
|
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NorthCrest Asset Manangement, LLC
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
|
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|
Wealthspire Advisors, LLC
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
GHP Investment Advisors, Inc.
|
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|
ARS Wealth Advisors Group, LLC
|
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|
GK Wealth Management LLC
|
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|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Firsthand Capital Management, Inc.
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Whale Rock Capital Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Allworth Financial LP
|
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|
Thoroughbred Financial Services, Llc
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
Ancora Advisors, LLC
|
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|
Jacobs & Co/ca
|
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Sierra Ocean, Llc
|
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MorganRosel Wealth Management, LLC
|
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|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
First Manhattan Co
|
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|
Heritage Wealth Advisors
|
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Los Angeles Capital Management Llc
|
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Herold Advisors, Inc.
|
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Legacy Capital Group California, Inc.
|
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
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|
Advantage Trust Co
|
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|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Cullen Investment Group, Ltd.
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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Sagespring Wealth Partners, Llc
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Wakefield Asset Management LLLP
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Stifel Financial Corp
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Wedmont Private Capital
|
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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|
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
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|
CapWealth Advisors, LLC
|
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|
Northeast Financial Consultants Inc
|
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Valmark Advisers, Inc.
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Wealthcare Advisory Partners LLC
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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|
Tradewinds Capital Management, LLC
|
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Fruth Investment Management
|
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Baker Ellis Asset Management LLC
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Randolph Co Inc
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
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|
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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TARKX - Clark Fork Trust - Tarkio Fund
|
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|
Elwood & Goetz Wealth Advisory Group, LLC
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Aviva Plc
|
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Pathstone Holdings, LLC
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Nebula Research & Development LLC
|
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AE Wealth Management LLC
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West Branch Capital LLC
|
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Olstein Capital Management, L.P.
|
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Shell Asset Management Co
|
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Hartline Investment Corp/
|
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Level Four Advisory Services, Llc
|
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|
Trilogy Capital Inc.
|
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Capital A Wealth Management, LLC
|
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Seeds Investor Llc
|
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Great West Life Assurance Co /can/
|
|
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|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
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|
Chicago Partners Investment Group LLC
|
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Trust Asset Management LLC
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Pacer Advisors, Inc.
|
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Paradigm Financial Partners, Llc
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
Beverly Hills Private Wealth, LLC
|
|
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|
Central Bank & Trust Co
|
|
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|
|
|
Sowell Financial Services LLC
|
|
|
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R Squared Ltd
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
|
Great Valley Advisor Group, Inc.
|
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|
BCK Partners, Inc.
|
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|
Avanza Fonder AB
|
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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Trust Co Of Toledo Na /oh/
|
|
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|
Mitchell Sinkler & Starr/pa
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Welch Capital Partners Llc/ny
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Gendell Jeffrey L
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Overbrook Management Corp
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Bank Of Nova Scotia
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
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|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
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Atlantic Union Bankshares Corp
|
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Lederer & Associates Investment Counsel/ca
|
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Stone House Investment Management, LLC
|
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PDT Partners, LLC
|
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Janney Montgomery Scott LLC
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Howland Capital Management Llc
|
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|
Convergence Investment Partners, LLC
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UMA Financial Services, Inc.
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BNP Paribas Asset Management Holding S.A.
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John G Ullman & Associates Inc
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Nissay Asset Management Corp /japan/ /adv
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AIA Group Ltd
|
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Caas Capital Management Lp
|
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Hallmark Capital Management Inc
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Xponance, Inc.
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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Assetmark, Inc
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Parkside Financial Bank & Trust
|
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|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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Truvestments Capital Llc
|
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SG Capital Management LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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Silverberg Bernstein Capital Management LLC
|
|
|
|
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|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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SJS Investment Consulting Inc.
|
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Adage Capital Partners Gp, L.l.c.
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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J. Safra Sarasin Holding AG
|
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First Merchants Corp
|
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Alpha Cubed Investments, LLC
|
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Moody National Bank Trust Division
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Sunbelt Securities, Inc.
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Rakuten Securities, Inc.
|
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|
CWA Asset Management Group, LLC
|
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Bell Investment Advisors, Inc
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Dodge & Cox
|
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Qube Research & Technologies Ltd
|
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First Command Advisory Services, Inc.
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
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|
Piscataqua Savings Bank
|
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|
Metis Global Partners, LLC
|
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Savoie Capital LLC
|
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Global Trust Asset Management, LLC
|
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Genus Capital Management Inc.
|
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First Citizens Bank & Trust Co
|
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Nilsine Partners, LLC
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
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|
Alps Advisors Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
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|
Cape Investment Advisory, Inc.
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
Valued Wealth Advisors LLC
|
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|
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Delta Asset Management Llc/tn
|
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Appleton Partners Inc/ma
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
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|
|
|
Graypoint LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
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D.a. Davidson & Co.
|
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Northeast Investment Management
|
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Insight Inv LLC
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Kessler Investment Group, LLC
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Earnest Partners Llc
|
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JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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Winton Capital Group Ltd
|
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Envestnet Portfolio Solutions, Inc.
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Bogart Wealth, LLC
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Spirit Of America Management Corp/ny
|
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Quantinno Capital Management LP
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
FineMark National Bank & Trust
|
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Capital Advisors, Ltd. LLC
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Silver Lake Advisory, LLC
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Bank of New Hampshire
|
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Kozak & Associates, Inc.
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PFS Partners, LLC
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Atria Investments Llc
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
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Oakworth Capital, Inc.
|
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Beach Investment Counsel Inc/pa
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Kayne Anderson Rudnick Investment Management Llc
|
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SS&H Financial Advisors, Inc.
|
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City State Bank
|
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Cornerstone Advisory, LLC
|
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Franklin Resources Inc
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Adapt Wealth Advisors, Llc
|
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Cornerstone Capital, Inc.
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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Swedbank AB
|
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National Bank Of Canada /fi/
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Salem Investment Counselors Inc
|
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Group One Trading, L.p.
|
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First Hawaiian Bank
|
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Rockefeller Capital Management L.P.
|
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Mustico Financial Group, Inc.
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Tri-continental Corp
|
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UniSuper Management Pty Ltd
|
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Meeder Asset Management Inc
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Payden & Rygel
|
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Victory Capital Management Inc
|
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Midwest Trust Co
|
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SOUTH STATE Corp
|
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Meyer Handelman Co
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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Albion Financial Group /ut
|
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Kovitz Investment Group Partners, LLC
|
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Argus Investors' Counsel, Inc.
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Clear Harbor Asset Management, LLC
|
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Hennion & Walsh Asset Management, Inc.
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Avion Wealth
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
Chesley Taft & Associates LLC
|
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Sivia Capital Partners, LLC
|
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Shelton Capital Management
|
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Old Point Trust & Financial Services N A
|
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First National Advisers, LLC
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Missouri Trust & Investment Co
|
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apricus wealth, LLC
|
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Front Row Advisors LLC
|
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City Holding Co
|
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Bartlett & Co. Wealth Management Llc
|
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|
Legal & General Group Plc
|
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Belpointe Asset Management LLC
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Buckingham Strategic Partners
|
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Asset Management One Co., Ltd.
|
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Gabelli Dividend & Income Trust
|
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CHURCHILL MANAGEMENT Corp
|
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Trust Co Of Vermont
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
|
Jamison Private Wealth Management, Inc.
|
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|
BLB&B Advisors, LLC
|
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|
Wedgewood Investors Inc /pa/
|
|
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|
Global Retirement Partners, LLC
|
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|
|
First National Bank & Trust Co Of Newtown
|
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|
|
Francis Financial, Inc.
|
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|
Parsons Capital Management Inc/ri
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Ensign Peak Advisors, Inc
|
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
|
Penserra Capital Management LLC
|
|
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|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
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|
|
Boyar Asset Management Inc.
|
|
|
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|
Northwest & Ethical Investments L.P.
|
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|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
AIGH Capital Management LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
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Kimelman & Baird, LLC
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Mariner Investment Group Llc
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Northside Capital Management, LLC
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LPL Financial LLC
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California State Teachers Retirement System
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Verdence Capital Advisors LLC
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Riggs Asset Managment Co. Inc.
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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Compass Ion Advisors, LLC
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Cornell Pochily Investment Advisors, Inc.
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American Century Companies Inc
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DB Fitzpatrick & Co, Inc
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Ipswich Investment Management Co., Inc.
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Garde Capital, Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Motley Fool Asset Management LLC
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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Searle & Co.
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Glenview Trust Co
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Arizona State Retirement System
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Cable Hill Partners, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Hutchinson Capital Management/ca
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Swiss National Bank
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Mystic Asset Management, Inc.
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Summit Financial, LLC
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Vestcor Inc
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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Analog Century Management LP
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Point72 (DIFC) Ltd
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M&t Bank Corp
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Scotia Capital Inc.
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Strategic Wealth Partners, Ltd.
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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Mariner, LLC
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
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Magnus Financial Group LLC
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Sterling Capital Management LLC
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Brinker Capital Investments, LLC
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ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Profund Advisors Llc
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GPS Wealth Strategies Group, LLC
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Cohen Klingenstein LLC
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Fairscale Capital, LLC
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Quadrature Capital Ltd
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River Road Asset Management, LLC
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Naples Global Advisors, Llc
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
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Varma Mutual Pension Insurance Co
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
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Steward Partners Investment Advisory, Llc
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Jfs Wealth Advisors, Llc
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
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Vision Financial Markets Llc
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Sitrin Capital Management LLC
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Bnp Paribas
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
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Bank Of America Corp /de/
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APG Asset Management US Inc.
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Scott Marsh Financial, LLC
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IFG Advisory, LLC
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Westover Capital Advisors, LLC
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Tompkins Financial Corp
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Rialto Wealth Management, LLC
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Horizon Financial Services, Llc
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Fortitude Family Office, LLC
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CenterStar Asset Management, LLC
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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Centerpoint Advisors, LLC
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Smith, Salley & Associates
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Wolverine Trading, Llc
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Courier Capital Llc
|
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ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Capital Investment Advisors, LLC
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Kingsview Wealth Management, LLC
|
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Ag2r La Mondiale Gestion D'actifs
|
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Klingman & Associates, LLC
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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Burns J W & Co Inc/ny
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
Cacti Asset Management Llc
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
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|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
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|
|
Jefferies Financial Group Inc.
|
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|
DecisionPoint Financial, LLC
|
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|
Warren Averett Asset Management, LLC
|
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|
Keybank National Association/oh
|
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|
Woodline Partners LP
|
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|
ORG Wealth Partners, LLC
|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Ionic Capital Management LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
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|
