|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
|
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|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
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|
Fortitude Family Office, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
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Harel Insurance Investments & Financial Services Ltd.
|
|
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|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
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|
Code Waechter LLC
|
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|
Bangor Savings Bank
|
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Interval Partners, LP
|
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Mission Wealth Management, Lp
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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Profunds - Profund Vp Bull
|
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|
NewEdge Wealth, LLC
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Abn Amro Investment Solutions
|
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FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
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Quadrant Capital Group Llc
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
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|
Venerable Variable Insurance Trust - Venerable Mid Cap Index Fund Class V
|
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|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Prudential Plc
|
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First Citizens Bank & Trust Co
|
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Profunds - Profund Vp Large-cap Value
|
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IMG Wealth Management, Inc.
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Daiwa Securities Group Inc.
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Acumen Wealth Advisors, LLC
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Financial Advisors Network, Inc.
|
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Measured Wealth Private Client Group, LLC
|
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Penserra Capital Management LLC
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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Cbre Clarion Securities Llc
|
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Arizona State Retirement System
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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Bank Of Nova Scotia
|
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JXI - iSHARES TRUST - iShares Global Utilities ETF
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
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Morton Community Bank
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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|
HighTower Advisors, LLC
|
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J.w. Cole Advisors, Inc.
|
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Ellenbecker Investment Group
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Ballast Advisors Llc
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
Brown Brothers Harriman & Co
|
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Bartlett & Co. Wealth Management Llc
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Danske Bank A/s
|
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|
Quent Capital, LLC
|
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|
Silver Grove Financial Group, Inc.
|
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Entropy Technologies, LP
|
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|
AE Wealth Management LLC
|
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Quotient Wealth Partners, LLC
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
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|
Hartford Investment Management Co
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
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|
Fmr Llc
|
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
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|
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
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|
|
Engineers Gate Manager LP
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
SmartHarvest Portfolios, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
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|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Fideuram Asset Management (Ireland) dac
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Ponta Wealth Partners, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Sourcerock Group LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
GXLC - Global X Funds - Global X U.S. 500 ETF
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Keating Financial Advisory Services, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Everest Financial Group LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
KIQQ - Krane Shares Trust - KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
QB - PROSHARES TRUST - ProShares Nasdaq-100 Dynamic Buffer ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Stackstone Wealth, Llc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
VVLIX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Bayban
|
|
|
|
|
|
Three Bearings Fiduciary Advisors, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
TRUTH SOCIAL FUNDS - Truth Social American Energy Security ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
CoreFirst Bank & Trust
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
Valued Retirements, Inc.
|
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State of Wyoming
|
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FB - PROSHARES TRUST - ProShares S&P 500 Dynamic Buffer ETF
|
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|
King Luther Capital Management Corp
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Breakwater Investment Management
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
GQG Partners LLC
|
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StoneX Group Inc.
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and Ethereum 75/25 Strategy ETF
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Venerable Variable Insurance Trust - Venerable World Equity Fund Class V
|
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|
Eurizon Capital SGR S.p.A.
|
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Medallion Wealth Advisors, LLC
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TCG Advisory Services, LLC
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Union Bancaire Privee, UBP SA
|
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Cape Investment Advisory, Inc.
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RIA Advisory Group LLC
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Transamerica Financial Advisors, Inc.
|
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Chilton Capital Management Llc
|
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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Coastline Trust Co
|
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Sharkey, Howes & Javer
|
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Hrt Financial Lp
|
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V-Square Quantitative Management LLC
|
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Calton & Associates, Inc.
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Atlantic Trust, LLC
|
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Blair William & Co/il
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Horizon Investments, LLC
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Arvest Bank Trust Division
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Highland Investment Advisors LLC
|
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Qube Research & Technologies Ltd
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Alley Investment Management Company, LLC
|
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Cary Street Partner Investment Advisory Llc
|
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Jfs Wealth Advisors, Llc
|
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Jackson Real Assets Fund
|
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Aspect Partners, LLC
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SBI Securities Co., Ltd.
|
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MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
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Bell Bank
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Level Four Advisory Services, Llc
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Ensign Peak Advisors, Inc
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
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|
Blue Water Asset Management
|
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Qsemble Capital Management, LP
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Diversify Advisory Services, LLC
|
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|
North Ridge Wealth Advisors, Inc.
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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Riverview Trust Co
|
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Nemes Rush Group LLC
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
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|
Loomis Sayles & Co L P
|
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Integrated Advisors Network LLC
|
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M.e. Allison & Co., Inc.
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Trust Point Inc.
|
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Baird Financial Group, Inc.
|
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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|
Quantinno Capital Management LP
|
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|
Catalytic Wealth RIA, LLC
|
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|
HITE Hedge Asset Management LLC
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
First Trust Advisors Lp
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Advisor Group Holdings, Inc.
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
City State Bank
|
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Fideuram - Intesa Sanpaolo Private Banking S.p.a.
|
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Datum One Series Trust - First Sentier American Listed Infrastructure Fund Class I Shares
|
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Prelude Capital Management, Llc
|
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Foster Dykema Cabot & Partners, Llc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Carret Asset Management, Llc
|
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|
|
Parallel Advisors, LLC
|
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|
Empirical Finance, LLC
|
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|
180 Wealth Advisors, Llc
|
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|
Lazard Asset Management Llc
|
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|
Sound View Wealth Advisors Group, LLC
|
|
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|
|
Raymond James Financial Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
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|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
MidFirst Bank
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
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|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
VANGUARD ASSET MANAGEMENT, Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Compass Financial Management Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
EFG International AG
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
AAUA - EA Series Trust - Alpha Architect US Equity 3 ETF
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Bard Associates Inc
|
|
|
|
|
|
AVOS - EA Series Trust - Avos Global Equities ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
SageGuard Financial Group, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
WSGE - EA Series Trust - Warren Street Global Equity ETF
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Owl Creek Wealth Partners LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Capital Innovations LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
USEW - EA Series Trust - Cambria US EW ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
SBI Okasan Asset Management Co.Ltd.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
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|
|
Kimelman & Baird, LLC
|
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|
iA Global Asset Management Inc.
|
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|
Broadwater Capital Management Llc
|
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|
IMC-Chicago, LLC
|
|
|
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
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|
Edgestream Partners, L.P.
|
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Godfrey Financial Associates, Inc.
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|
Calamos Advisors LLC
|
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|
Johnson Investment Counsel Inc
|
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Align Financial, LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
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|
Miracle Mile Advisors, LLC
|
|
|
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
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|
Axiom Investment Management LLC
|
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|
Sei Investments Co
|
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Reinhart Partners, Inc.
|
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Signaturefd, Llc
|
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Asset Management One Co., Ltd.
|
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SPYI - SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
RMG Wealth Management LLC
|
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|
Trexquant Investment LP
|
|
|
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|
Capital Group KKR U.S. Equity (plus)
|
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|
Welch Group, LLC
|
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Soros Fund Management Llc
|
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DHINX - Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
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Raleigh Capital Management Inc.
|
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Natural Investments, Llc
|
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MorganRosel Wealth Management, LLC
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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Associated Banc-corp
|
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VLCGX - VALIC Co I - Large Capital Growth Fund
|
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|
Silicon Valley Capital Partners
|
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Mystic Asset Management, Inc.
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Investment Management Corp of Ontario
|
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MLG Wealth Management DBA Pine Grove Financial Group
|
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Burk Holdings LLC
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
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|
Change Path, LLC
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
Intech Investment Management Llc
|
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1015 Capital Partners, LLC
|
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Jupiter Topco LLC
|
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Bank of New York Mellon Corp
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
Heritage Trust Co
|
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|
|
BBB - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
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|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
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|
Private Advisor Group, LLC
|
|
|
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
Harbour Investments, Inc.
|
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|
First Bancorp, Inc /ME/
|
|
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|
Occidental Asset Management, LLC
|
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|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Intesa Sanpaolo Wealth Management
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Cornerstone Financial Management LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
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|
|
Equitable Trust Co
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
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|
|
|
Geneos Wealth Management Inc.
|
|
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|
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|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
HSPX - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Gilpin Wealth Management, Llc
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Clark Wealth Partners
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
ABS Investment Management LLC
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Sagewood Asset Management LP
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Sixth Street Partners Management Company, L.P.
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
GAFYX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class I
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Key Capital Management, INC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
AVTM - AMERICAN CENTURY ETF TRUST - Avantis Total Equity Markets ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Indivisible Partners
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Beacon Financial Strategies CORP
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
VVEIX - Venerable Variable Insurance Trust - Venerable US Large Cap Core Equity Fund Class I
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Raffa Wealth Management, Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Shah Wealth Advisors, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
WAMA - WisdomTree Trust - WisdomTree U.S. Adaptive Moving Average Fund
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
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|
Nbc Securities, Inc.
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
Stock Yards Bank & Trust Co
|
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|
Joseph Group Capital Management
|
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Boston Trust Walden Corp
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
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|
Ascent Group, LLC
|
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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TFC Financial Management
|
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Koshinski Asset Management, Inc.
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Exencial Wealth Advisors, Llc
|
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Ossiam
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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St Germain D J Co Inc
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Wells Fargo & Company/mn
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Mv Capital Management, Inc.
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
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Lloyd Advisory Services, LLC.
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Thompson Investment Management, Inc.
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Bogart Wealth, LLC
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Rossby Financial, LCC
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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CI Private Wealth, LLC
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Tower Research Capital LLC (TRC)
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UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
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|
Concord Wealth Partners
|
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Luken Investment Analytics, LLC
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Sequoia Financial Advisors, LLC
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
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Connor, Clark & Lunn Investment Management Ltd.
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Townsend & Associates, Inc
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SG Americas Securities, LLC
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Summit Financial, LLC
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First Business Financial Services, Inc.
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Bank Of America Corp /de/
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Bank Of Hawaii
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Signature Equity Partners, LLC
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Ancora Advisors, LLC
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ARS Wealth Advisors Group, LLC
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Hilltop Holdings Inc.
|
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BRUFX - Bruce Fund Inc - Bruce Fund
|
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Intrust Bank Na
|
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Leonteq Securities AG
|
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Private Trust Co Na
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Credit Agricole S A
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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Nykredit A/S
|
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SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
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SNS Financial Group, LLC
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Bnp Paribas Arbitrage, Sa
|
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Principia Wealth Advisory, LLC
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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Fulcrum Asset Management LLP
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
State Of Wisconsin Investment Board
|
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
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|
Duncker Streett & Co Inc
|
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|
SageView Advisory Group, LLC
|
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Strive Financial Group ,LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Capital Investment Advisory Services, LLC
|
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Northern Trust Corp
|
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Action Point Financial Planning, Llc
|
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USS Investment Management Ltd
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
RAUS - EA Series Trust - RACWI US ETF
|
|
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E Fund Management Co., Ltd.
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
|
Uniplan Investment Counsel, Inc.
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
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|
Man Group plc
|
|
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|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Prosperity Bancshares Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
AAEQ - EA Series Trust - Alpha Architect US Equity 2 ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Vanguard Portfolio Management Llc
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Independent Financial Group, Llc
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Bernicke Wealth Management, Ltd.
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Capitolis Liquid Global Markets Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Vanguard Fiduciary Trust Co
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Ktf Investments, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Vanguard Investments Australia, Ltd.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Pinnacle Financial Partners, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Bravera Wealth
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Wellington-altus Usa Inc.
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Basecamp Wealth Advisors LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Planning Strategies Inc.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
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Kayne Anderson Rudnick Investment Management Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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|
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|
State of Tennessee, Treasury Department
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Newbridge Financial Services Group, Inc.
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Shelton Capital Management
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Adage Capital Partners Gp, L.l.c.
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Kestra Private Wealth Services, Llc
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Buska Wealth Management, LLC
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UniSuper Management Pty Ltd
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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Commerce Bank
|
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1 North Wealth Services Llc
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Azimuth Capital Investment Management LLC
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Kingsview Wealth Management, LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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SJS Investment Consulting Inc.
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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Sanibel Captiva Trust Company, Inc.
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MCF Advisors LLC
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Accredited Investors Inc.
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Patriot Investment Management Inc.
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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Tectonic Advisors Llc
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Vestcor Inc
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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Gs Investments, Inc.
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Dean Investment Associates, Llc
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Wealthfront Advisers Llc
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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UBS Group AG
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Savant Capital, LLC
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
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GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
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PAYR - Federated Hermes ETF Trust - Federated Hermes Enhanced Income 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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Nvwm, Llc
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RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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XOEF - iSHARES TRUST - iShares S&P 500 ex S&P 100 ETF
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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One Wealth Capital Management, Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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VOLT - Tema ETF Trust - Tema Electrification ETF
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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Kestra Advisory Services, LLC
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
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Mufg Securities Americas Inc.
|
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PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
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|
Beaird Harris Wealth Management, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
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|
Alps Advisors Inc
|
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|
Tidemark, LLC
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Schonfeld Strategic Advisors LLC
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Marquette Asset Management, LLC
|
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|
Collier Financial
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Bridgewater Associates, LP
|
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|
Ares Financial Consulting, LLC
|
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|
IAG Wealth Partners, LLC
|
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|
Massmutual Trust Co Fsb/adv
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Ausbil Investment Management Ltd
|
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|
GHP Investment Advisors, Inc.
|
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Ostrum Asset Management
|
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|
JustInvest LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Cerity Partners LLC
|
|
|
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|
|
First PREMIER Bank
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
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|
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|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Basepoint Wealth LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Centennial Bank/AR/
|
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|
Sfmg, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Nasdaq-100(R) Managed 10 Buffer ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
PBU - The Pension Fund of Early Childhood & Youth Educators
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and Solana 75/25 Strategy ETF
|
|
|
|
|
|
XCHG - AB Active ETFs, Inc. - AB US Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Sunrise Financial Services, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
QQQ - INVESCO QQQ TRUST, SERIES 1 - Invesco QQQ Trust, Series 1
|
|
|
|
|
|
NEOS ETF Trust - NEOS Boosted Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Defiance ETFs, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Beto Financial Group, Llc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
First Horizon Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Vennlight Capital Management, LP
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
BRES - EA Series Trust - Burney U.S. Equity Select ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
CYBER HORNET TRUST - CYBER HORNET S&P 500(R) and XRP 75/25 Strategy ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
UMB Private Wealth Management, LLC
|
|
|
|
|
|
Elevation Series Trust - NPF Core Equity ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
CIBC Bancorp USA Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Price Financial Group Wealth Management, Inc
|
|
|
|
|
|
3 Factor Indexing, Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
SPXD - DBX ETF TRUST - Xtrackers S&P 500 Diversified Sector Weight ETF
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
WealthCollab, LLC
|
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Beacon Investment Advisory Services, Inc.
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|
DecisionPoint Financial, LLC
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
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|
|
Ninepoint Partners LP
|
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|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
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|
Oppenheimer & Co Inc
|
|
|
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|
|
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares
|
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|
Corundum Group, Inc.
|
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|
Archer Investment Corp
|
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|
2023 ETF Series Trust - Harrison Street Infrastructure Active ETF
|
|
|
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|
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
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|
Prospera Financial Services Inc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
D.a. Davidson & Co.
|
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|
Morton Capital Management LLC/CA
|
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LRI Investments, LLC
|
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Kentucky Retirement Systems
|
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UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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Opes Wealth Management LLC
|
|
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Tradewinds Capital Management, LLC
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Retirement Systems of Alabama
|
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Stiles Financial Services Inc
|
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YALL - Tidal ETF Trust - God Bless America ETF
|
|
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|
Brighton Jones Llc
|
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|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
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|
|
Madison Wealth Partners, Inc
|
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|
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|
TD Waterhouse Canada Inc.
|
|
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SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
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Covalis Capital Llp
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Teilinger Capital Ltd.
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
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|
Western Wealth Management, LLC
|
|
|
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|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
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|
Palisade Asset Management, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
JPL Wealth Management, LLC
|
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|
|
Energy Income Partners, LLC
|
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|
Delaware Management Holdings, Inc.
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
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|
Leeward Investments, LLC - MA
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Brookwood Investment Group LLC
|
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|
Simplicity Wealth,LLC
|
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|
TACU - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Active Core U.S. Equity ETF
|
|
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|
Costello Asset Management, INC
|
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|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Rnc Capital Management Llc
|
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|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
TIAA Wealth Investment Management LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
PROSHARES TRUST - ProShares Ultra S&P 500 Equal Weight
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Blueline Advisors Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Advocate Investing Services LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - iShares Infrastructure Active ETF
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
PensionDanmark Pensionsforsikringsaktieselskab
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
JKI - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Bull Harbor Capital LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Frec Markets, Inc.
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
AIPO - Tidal Trust II - Defiance AI & Power Infrastructure ETF
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
JKD - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Anchyra Partners Llc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
JETSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Vanguard Global Advisers, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Evansbrook LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Retiremitten Financial Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Datum One Series Trust - First Sentier Global Listed Infrastructure Fund Class I Shares
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Wealth Enhancement Trust Services, Inc.
|
|
|
|
|
|
Gunpowder Capital Management, LLC dba Oliver Wealth Management
|
|
|
|
|
|
Tiaa-cref Individual & Institutional Services, Llc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Birch Financial Group, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Barclays Plc
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Cidel Asset Management Inc
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AlphaGrep UK Ltd
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Ascent Advisors, LLC
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
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Hager Investment Management Services, Llc
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Candriam Luxembourg S.C.A.
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Berger Financial Group, Inc
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Spire Wealth Management
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LPL Financial LLC
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GQGU - Advisors' Inner Circle Fund III - GQG US Equity ETF
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Icon Advisers Inc/co
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
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Sapient Capital Llc
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Intrua Financial, LLC
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Knollwood Investment Advisory, LLC
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
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SOA Wealth Advisors, LLC.
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Public Employees Retirement Association Of Colorado
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International Assets Investment Management, Llc
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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Regions Financial Corp
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Westside Investment Management, Inc.
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Simplex Trading, Llc
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Investors Research Corp
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ProShare Advisors LLC
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Dogwood Wealth Management LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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NOSIX - Northern Funds - Northern Stock Index Fund
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American Century Companies Inc
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First National Bank Of Omaha
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Caitlin John, LLC
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Colonial Trust Co / SC
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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Croban
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Citadel Advisors Llc
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Kennedy Capital Management, Inc.
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AAUS - EA Series Trust - Alpha Architect US Equity ETF
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Deseret Mutual Benefit Administrators
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SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1
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Heritage Investors Management Corp
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Park Avenue Securities Llc
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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STXG - EA Series Trust - Strive 1000 Growth ETF
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Johnson Financial Group, Inc.
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Chevy Chase Trust Holdings, Inc.
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Janney Montgomery Scott LLC
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GAMMA Investing LLC
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LMR Partners LLP
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
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Morgan Stanley
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TUG - Listed Funds Trust - STF Tactical Growth ETF
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Mesirow Financial Investment Management, Inc.
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
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Quaker Wealth Management, LLC
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
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NEOS ETF Trust - NEOS Boosted S&P 500(R) High Income ETF
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Alerus Financial Na
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Van Eck Associates Corp
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Jefferies Financial Group Inc.
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O'shaughnessy Asset Management, Llc
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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Benjamin Edwards Inc
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LVW Advisors, LLC
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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Kemnay Advisory Services Inc.
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Vanguard Capital Management Llc
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Profund Advisors Llc
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Gabelli Utility Trust
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Caitong International Asset Management Co., Ltd
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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WestEnd Advisors, LLC
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Pinnacle Bancorp, Inc.
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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IFS Advisors, LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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ZEGA Investments, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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SRS Capital Advisors, Inc.
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
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ARS Investment Partners, LLC
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Modern Wealth Management, LLC
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First Commonwealth Financial Corp /pa/
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North Dakota State Investment Board
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SYM FINANCIAL Corp
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Kilter Group LLC
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Concord Asset Management, LLC/VA
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CVA Family Office, LLC
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Financially Speaking Inc
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Prevail Innovative Wealth Advisors, Llc
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CENTRAL TRUST Co
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Voya Investment Management Llc
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CWA Asset Management Group, LLC
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Investors Portfolio Services LLC
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PFS Partners, LLC
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Strategic Wealth Advisors LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Wedmont Private Capital
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
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BlackRock, Inc.
|
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Sharpepoint Llc
|
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SFAFX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Factor Allocation Fund Institutional Shares
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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Mitchell & Pahl Private Wealth, Llc
|
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Balyasny Asset Management Llc
|
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Nicolet Bankshares Inc
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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North Star Asset Management Inc
|
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Cigna Investments Inc /new
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Ameritas Advisory Services, LLC
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|
Anchor Capital Advisors Llc
|
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|
Mosley Wealth Management
|
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Integrated Wealth Concepts LLC
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
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|
Aventura Private Wealth, LLC
|
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|
BankPlus Trust Department
|
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North Point Portfolio Managers Corp/oh
|
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FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
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BlueStem Wealth Partners, LLC
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Integrity Alliance, Llc.
|
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Cahill Financial Advisors Inc
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Resolution Capital Ltd
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FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
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Stifel Financial Corp
|
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|
Susquehanna International Group, Llp
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
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|
CX Institutional
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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|
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|
Crews Bank & Trust
|
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|
James T. Borello RIA
|
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|
Independent Advisor Alliance
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
LRT Capital Management, LLC
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|
Fedenia Advisers LLC
|
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|
Glenmede Trust Co Na
|
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Standard Life Aberdeen plc
|
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|
AlTi Global, Inc.
|
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Principal Financial Group Inc
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|
Mizuho Securities Usa Llc
|
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|
Valtinson Bruner Financial Planning LLC
|
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Greenleaf Trust
|
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|
Crewe Advisors LLC
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|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
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|
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|
Smithfield Trust Co
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Foundations Investment Advisors, LLC
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FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
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|
Swiss Life Asset Management Ltd
|
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|
Teacher Retirement System Of Texas
|
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|
CoreCap Advisors, LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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NTSD - WisdomTree Trust - WisdomTree Efficient U.S. Plus International Equity Fund
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
JKG - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
Excelsior Advisor Network LLC
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|
Heartland Advisors Inc
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
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|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Significant Wealth Partners LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Dorato Capital Management
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|
Great Diamond Partners, LLC
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|
Bullock Wealth Management Group
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Thoroughbred Financial Services, Llc
|
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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NEOS Investment Management LLC
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Nomura Asset Management Co Ltd
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|
Wilkerson Advisory Group LLC
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Fisher Asset Management, LLC
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Adirondack Trust Co
|
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MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
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|
Crossmark Global Holdings, Inc.
|
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Covestor Ltd
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Partners Capital Investment Group, Llp
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
Blackrock Utility & Infrastructure Trust
|
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|
Altshuler Shaham Ltd
|
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Legacy Wealth Asset Management, LLC
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Empowered Funds, LLC
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|
BOK Financial Private Wealth, Inc.
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Blue Chip Partners, Inc.
|
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|
Boreal Capital Management LLC
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|
Williams Jones Wealth Management, LLC.
|
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Checchi Capital Advisers, LLC
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Essential Partners LLC
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
Pacer Advisors, Inc.
|
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|
NorthRock Partners, LLC
|
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|
White Pine Capital Llc
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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|
Great West Life Assurance Co /can/
|
|
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|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
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|
Primecap Management Co/ca/
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
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|
Creative Capital Management Investments LLC
|
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|
Fiduciary Alliance LLC
|
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|
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|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
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|
AMG National Trust Bank
|
|
|
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
American State Bank (Iowa)
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Ankerstar Wealth, LLC
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
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|
Royal Bank Of Canada
|
|
|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
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|
Walleye Capital LLC
|
|
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|
Manchester Capital Management LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
nVerses Capital, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
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Virtus Global Dividend & Income Fund Inc.
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
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|
Old Port Advisors
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
|
|
|
Hoese & Co LLP
|
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|
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|
Mather Group, Llc.
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Legal & General Group Plc
|
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|
Petros Family Wealth, LLC
|
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|
Quarry LP
|
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|
Trilogy Capital Inc.
|
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|
Highline Wealth Partners Llc
|
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|
Bay Harbor Wealth Management, LLC
|
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|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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|
Freestone Grove Partners LP
|
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|
DAVENPORT & Co LLC
|
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|
Ausdal Financial Partners, Inc.
|
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|
Great Valley Advisor Group, Inc.
|
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True Wealth Design, LLC
|
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|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
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|
National Pension Service
|
|
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|
First National Bank Sioux Falls
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
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|
Waterloo Capital, L.P.
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
KLCM Advisors, Inc.
|
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
Panagora Asset Management Inc
|
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Banque Cantonale Vaudoise
|
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|
Cullen/frost Bankers, Inc.
|
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|
Ci Investments Inc.
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
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|
AdvisorNet Financial, Inc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
Two Sigma Securities, Llc
|
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|
Klein Pavlis & Peasley Financial, Inc.
|
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Fifth Third Bancorp
|
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|
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|
Meridian Wealth Management, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
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|
Hodges Capital Management Inc.
|
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|
Mairs & Power Inc
|
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ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
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|
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|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
APG Asset Management N.V.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
Tiaa Trust, National Association
|
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|
|
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
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|
|
Laraway Financial Inc
|
|
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|
|
Brevan Howard Capital Management LP
|
|
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|
Perigon Wealth Management, LLC
|
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|
Rakuten Investment Management, Inc.
|
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|
Maryland Capital Advisors Inc.
|
|
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|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Sanctuary Advisors, LLC
|
|
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|
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|
Wellspring Financial Advisors, LLC
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
POM Investment Strategies, LLC
|
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|
Brown Advisory Inc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Evolve Private Wealth, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
CHRI - Global X Funds - Global X S&P 500 Christian Values ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
SHP Wealth Management
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Range Advisory, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Downshift Financial, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Millington Securities, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Third View Private Wealth, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Pinebridge Investments Llc
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
DORVAL Corp
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Harrison Street Private Wealth LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
GUSE - Goldman Sachs ETF Trust - Goldman Sachs Enhanced U.S. Equity ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Birchwood Financial Partners, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
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|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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Royal Fund Management, LLC
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Toronto Dominion Bank
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
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JIEMX - John Hancock Funds II - Equity Income Fund Class 1
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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National Asset Management, Inc.
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
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Empower Advisory Group, LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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LVDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Value ETF
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Dai-Ichi Life Insurance Company, Ltd
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Evergreen Capital Management Llc
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Worldquant Millennium Advisors Llc
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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WASHINGTON TRUST Co
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NorthCrest Asset Manangement, LLC
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Plante Moran Financial Advisors, LLC
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Czech National Bank
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Neuberger Berman Group LLC
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DHJJ Financial Advisors, Ltd.
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Midwest Professional Planners, LTD.
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GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
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Xponance, Inc.
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Captrust Financial Advisors
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Piscataqua Savings Bank
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Flow Traders U.s. Llc
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Aqr Capital Management Llc
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Armstrong Advisory Group, Inc
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Cohen & Steers Infrastructure Fund Inc
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Evolution Wealth Management Inc.
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Paragon Capital Management LLC
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Valued Wealth Advisors LLC
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Twin Tree Management, LP
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Kathmere Capital Management, LLC
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Treasurer of the State of North Carolina
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Grove Bank & Trust
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
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Kestra Investment Management, LLC
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JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
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Synergy Investment Management, LLC
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BIP Wealth, LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
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Paradigm Financial Partners, Llc
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OpenArc Corporate Advisory, LLC
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Yousif Capital Management, Llc
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Donaldson Capital Management, Llc
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DAK - EA Series Trust - Dakota Active Equity ETF
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ICICI Prudential Asset Management Co Ltd
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VCI Wealth Management LLC
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JKF - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Phillip James Consulting Co.
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Portside Wealth Group, LLC
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QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
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AlphaCore Capital LLC
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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Jennison Associates Llc
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Marks Group Wealth Management, Inc
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Clifford Swan Investment Counsel Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
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Howe & Rusling Inc
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Gulf International Bank (UK) Ltd
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Hilltop National Bank
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Bare Financial Services, Inc
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
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Chronos Wealth Management, LLC
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Verition Fund Management LLC
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
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Red Tortoise LLC
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Essex Financial Services, Inc.
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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Axq Capital, Lp
|
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Tsfg, Llc
|
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Purpose Unlimited Inc.
|
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Quantbot Technologies LP
|
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Accel Wealth Management
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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Richardson Financial Services Inc.
|
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Dougherty & Associates, LLC
|
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Parkside Financial Bank & Trust
|
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Saudi Central Bank
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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