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Ambassador Advisors, LLC
|
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Prime Capital Investment Advisors, LLC
|
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Baillie Gifford & Co
|
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|
Lido Advisors, LLC
|
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|
Hutchinson Capital Management/ca
|
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|
|
Gillespie Robinson & Grimm Inc
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
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|
Salomon & Ludwin, LLC
|
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|
Mizuho Securities Usa Llc
|
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Graypoint LLC
|
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Angeles Wealth Management, Llc
|
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Colonial Trust Co / SC
|
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Personal Cfo Solutions, Llc
|
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Centerpoint Advisors, LLC
|
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|
Bank of Jackson Hole Trust
|
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Edgemoor Investment Advisors, Inc.
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
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|
Compagnie Lombard Odier SCmA
|
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|
Gabelli Equity Trust Inc
|
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Td Asset Management Inc
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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Stephenson National Bank & Trust
|
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MCF Advisors LLC
|
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Los Angeles Capital Management Llc
|
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Wiley Bros.-aintree Capital, Llc
|
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|
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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National Asset Management, Inc.
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
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Close Asset Management Ltd
|
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Vancity Investment Management Ltd
|
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JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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Stokes Capital Advisors, LLC
|
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Park Place Capital Corp
|
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Terril Brothers, Inc.
|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
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|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
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|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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MTM Investment Management, LLC
|
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Westside Investment Management, Inc.
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Strategic Investment Advisors / MI
|
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|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
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|
Rogco, Lp
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Allworth Financial LP
|
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Ieq Capital, Llc
|
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ULTRA SERIES FUND - Large Cap Value Fund Class I
|
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|
Vestmark Advisory Solutions, Inc.
|
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Vontobel Holding Ltd.
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Sentry Investment Management Llc
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Markel Corp
|
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|
Prospera Financial Services Inc
|
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HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
Callan Family Office, LLC
|
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|
Geode Capital Management, Llc
|
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|
Richardson Financial Services Inc.
|
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|
Delap Wealth Advisory, Llc
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
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|
Spectrum Wealth Advisory Group, LLC
|
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|
Victrix Investment Advisors
|
|
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|
Hamilton Point Investment Advisors, LLC
|
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|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
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|
First Command Advisory Services, Inc.
|
|
|
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|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
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|
Patron Partners Advisors, Llc
|
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|
Alpha Family Trust
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
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New York State Teachers Retirement System
|
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Penobscot Investment Management Company, Inc.
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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Great West Life Assurance Co /can/
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UYG - PROSHARES TRUST - ProShares Ultra Financials
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|
Piscataqua Savings Bank
|
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Northeast Financial Consultants Inc
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
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Achmea Investment Management B.V.
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Eaton Vance Tax-managed Buy-write Income Fund
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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PICTET BANK & TRUST Ltd
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Ironwood Investment Counsel, LLC
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Moody National Bank Trust Division
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Alta Advisers Ltd
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Continuum Advisory, LLC
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Barclays Plc
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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We Are One Seven, LLC
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McAdam, LLC
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Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
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VestGen Advisors, LLC
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Elo Mutual Pension Insurance Co
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Wela Strategies, Inc.
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California State Teachers Retirement System
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Kornitzer Capital Management Inc /ks
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Diversified Enterprises, LLC
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
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Nemes Rush Group LLC
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California Public Employees Retirement System
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Tower Bridge Advisors
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Trust Co
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Duncker Streett & Co Inc
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VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
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V-Square Quantitative Management LLC
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
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Ossiam
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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Schechter Investment Advisors, LLC
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
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Garde Capital, Inc.
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One Capital Management, LLC
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Cable Hill Partners, LLC
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FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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Bolthouse Investments, LLC
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Clark Capital Management Group, Inc.
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Spdr S&p 500 Etf Trust
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Capital Investment Advisors, LLC
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Covestor Ltd
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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IFM Investors Pty Ltd
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Paradigm Financial Partners, Llc
|
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RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
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|
Virtus ETF Advisers LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Raleigh Capital Management Inc.
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
Allred Capital Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Seacrest Wealth Management, Llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Guggenheim Capital Llc
|
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|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Kinneret Advisory, LLC
|
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|
Dougherty Wealth Advisers LLC
|
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|
Hall Laurie J Trustee
|
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|
Point72 Asset Management, L.P.
|
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|
Jarislowsky, Fraser Ltd
|
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|
Benjamin Edwards Inc
|
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|
Optimize Financial Inc
|
|
|
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|
CWA Asset Management Group, LLC
|
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|
GM Advisory Group, Inc.
|
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|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Bancreek Capital Management, LP
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Alternative Investment Advisors, LLC.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Motco
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
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Lindenwold Advisors
|
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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Hara Capital LLC
|
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Strid Group, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
|
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|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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|
MONECO Advisors, LLC
|
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|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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|
Nippon Life Insurance Co
|
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|
Archvest Wealth Advisors, Inc.
|
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Principia Wealth Advisory, LLC
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Prosperity Financial Group, Inc.
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Lazard Asset Management Llc
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
High Note Wealth, LLC
|
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|
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|
New Age Alpha Advisors, LLC
|
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SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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|
State Street Corp
|
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Everence Capital Management Inc
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Parcion Private Wealth LLC
|
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|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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|
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|
Grimes & Company, Inc.
|
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Insigneo Advisory Services, Llc
|
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CIBC World Markets Inc.
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Pacer Advisors, Inc.
|
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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Daymark Wealth Partners, Llc
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Tortoise Investment Management, LLC
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Sterling Capital Management LLC
|
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Vise Technologies, Inc.
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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Manufacturers Life Insurance Company, The
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Voleon Capital Management Lp
|
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Nebula Research & Development LLC
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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Verition Fund Management LLC
|
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MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Kempen Capital Management N.v.
|
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TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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Crowley Wealth Management, Inc.
|
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FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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Banque Cantonale Vaudoise
|
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Parnassus Investments /ca
|
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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Capital A Wealth Management, LLC
|
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Laurel Wealth Advisors LLC
|
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Advisor Group Holdings, Inc.
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Prestige Wealth Management Group LLC
|
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Assetmark, Inc
|
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Ausdal Financial Partners, Inc.
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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CHICAGO TRUST Co NA
|
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|
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PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
Aberdeen Wealth Management LLC
|
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Heritage Trust Co
|
|
|
|
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
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|
Norris Perne & French Llp/mi
|
|
|
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
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|
Perigon Wealth Management, LLC
|
|
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|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
Choate Investment Advisors
|
|
|
|
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|
Meeder Advisory Services, Inc.
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
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|
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|
Access Investment Management LLC
|
|
|
|
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|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
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|
Railway Pension Investments Ltd
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
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|
Cibc World Markets Corp
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Raymond James Financial Inc
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Maseco Llp
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AdvisorNet Financial, Inc
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Andra AP-fonden
|
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Anchor Investment Management, LLC
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GAMMA Investing LLC
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Avantax Advisory Services, Inc.
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
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Impact Capital Partners LLC
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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Marks Group Wealth Management, Inc
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Financial Perspectives, Inc
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Stuart Chaussee & Associates, Inc.
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Mowery & Schoenfeld Wealth Management, LLC
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AGH Wealth Advisors, LLC
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Bouvel Investment Partners, LLC
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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Braun-Bostich & Associates Inc.
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Eads & Heald Wealth Management
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Oribel Capital Management, LP
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Front Row Advisors LLC
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Louisbourg Investments Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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TD Capital Management LLC
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Kearns & Associates LLC
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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American Century Companies Inc
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Aries Wealth Management
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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Ensign Peak Advisors, Inc
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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Jfs Wealth Advisors, Llc
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King Luther Capital Management Corp
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Stephens Consulting, LLC
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Tyche Wealth Partners LLC
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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SBI Securities Co., Ltd.
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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M&t Bank Corp
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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AMF Pensionsforsakring AB
|
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Nilsine Partners, LLC
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Davis R M Inc
|
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|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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LPL Financial LLC
|
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|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Boston Private Wealth Llc
|
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Cerity Partners LLC
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Capital Advisors Inc/ok
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SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
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|
North Capital, Inc.
|
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Mariner, LLC
|
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Avidian Wealth Solutions, LLC
|
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|
Sumitomo Life Insurance Co
|
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DAVENPORT & Co LLC
|
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Ewa, Llc
|
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Quest Partners LLC
|
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|
Heritage Wealth Management, Inc.
|
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COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
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|
44 Wealth Management Llc
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
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|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
Wetherby Asset Management Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
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|
Tower View Investment Management & Research LLC
|
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|
Capital World Investors
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
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|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Cryder Capital Partners LLP
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Moisand Fitzgerald Tamayo, LLC
|
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E. Ohman J:or Asset Management AB
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BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
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Courier Capital Llc
|
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Wolverine Trading, Llc
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
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|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
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|
Semmax Financial Advisors Inc.
|
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|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
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Ofi Invest Asset Management
|
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|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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|
|
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|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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Peapack Gladstone Financial Corp
|
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VeraBank, N.A.
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Pensionfund Sabic
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Volterra Technologies LP
|
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Texas Capital Bank Wealth Management Services Inc
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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Bank of New Hampshire
|
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SCS Capital Management LLC
|
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Frazier Financial Advisors, LLC
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Crestwood Advisors Group LLC
|
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Texas Permanent School Fund
|
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FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Treasurer of the State of North Carolina
|
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Sciencast Management LP
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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Accent Capital Management, LLC
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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MQS Management LLC
|
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Aqr Capital Management Llc
|
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Te Ahumairangi Investment Management Ltd
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Everett Harris & Co /ca/
|
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Mufg Securities Americas Inc.
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Candriam Luxembourg S.C.A.
|
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Sapient Capital Llc
|
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Lindbrook Capital, Llc
|
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FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
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Vista Investment Partners Llc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
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Raiffeisen Bank International AG
|
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Bangor Savings Bank
|
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Nomura Asset Management Co Ltd
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Journey Advisory Group, LLC
|
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Vestor Capital, Llc
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
Td Private Client Wealth Llc
|
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|
|
Avestar Capital, LLC
|
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|
Delos Wealth Advisors, LLC
|
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|
CENTRAL TRUST Co
|
|
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|
Bank Of Montreal /can/
|
|
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Dagco, Inc.
|
|
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|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Van Eck Associates Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Members Advisory Group LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
|
|
|
Mutual Advisors, LLC
|
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|
Royal London Asset Management Ltd
|
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|
Polar Capital Holdings Plc
|
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|
Wesbanco Bank Inc
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Atria Investments Llc
|
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|
Fulcrum Asset Management LLP
|
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
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|
Gryphon Financial Partners LLC
|
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|
Main Line Retirement Advisors, LLC
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|
OMERS ADMINISTRATION Corp
|
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|
Nixon Peabody Trust Co
|
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|
Mascoma Wealth Management LLC
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|
Axa S.a.
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
First Pacific Financial
|
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|
Nissay Asset Management Corp /japan/ /adv
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Korea Investment CORP
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Financial Advisory Service, Inc.
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Generali Investments CEE, investicni spolecnost, a.s.
|
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|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Investment Partners, Ltd.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Public Sector Pension Investment Board
|
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|
Susquehanna International Group, Llp
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
Charter Trust Co
|
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|
American Trust
|
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|
Fundamentun, Llc
|
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|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Fidelis Capital Partners, LLC
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
Truist Financial Corp
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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|
US Asset Management LLC
|
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|
Premier Path Wealth Partners, LLC
|
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|
My Legacy Advisors, LLC
|
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|
Fifth Third Wealth Advisors LLC
|
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|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Meridian Wealth Management, LLC
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|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
Sterling Group Wealth Management, LLC
|
|
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|
London & Capital Asset Management Ltd
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Solstein Capital, LLC
|
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|
Activest Wealth Management
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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Johnson Investment Counsel Inc
|
|
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|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
|
Ariston Services Group
|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
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|
Old National Bancorp /in/
|
|
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|
Profunds - Profund Vp Large-cap Growth
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
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|
Capula Management Ltd
|
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|
Pinnacle Associates Ltd
|
|
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|
Hamilton Capital, LLC
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
Regions Financial Corp
|
|
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|
Howard Bailey Securities, Llc
|
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|
Creekmur Asset Management LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
Clal Insurance Enterprises Holdings Ltd
|
|
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|
|
Amundi
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
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Aegon Asset Management Uk Plc
|
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|
Morton Community Bank
|
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|
Banco Santander, S.A.
|
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|
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|
Investment Management Corp of Ontario
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
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|
|
|
|
Venture Visionary Partners LLC
|
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|
|
Point72 (DIFC) Ltd
|
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Cwm, Llc
|
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|
Twin Focus Capital Partners, Llc
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
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|
Westpac Banking Corp
|
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|
Hollencrest Capital Management
|
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Savant Capital, LLC
|
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|
Integrated Advisors Network LLC
|
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|
|
Coldstream Capital Management Inc
|
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Profunds - Profund Vp Financials
|
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|
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|
|
Quantitative Investment Management, LLC
|
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|
IMC-Chicago, LLC
|
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|
Sax Wealth Advisors, Llc
|
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|
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|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
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|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Cumberland Partners Ltd
|
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|
|
Catalyst Financial Partners Llc
|
|
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|
|
Foguth Wealth Management, LLC.
|
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|
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|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
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|
Park Square Financial Group, LLC
|
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|
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|
Clifford Swan Investment Counsel Llc
|
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|
Capital International Inc /ca/
|
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Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Western Wealth Management, LLC
|
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|
|
NEOS Investment Management LLC
|
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|
Virtu Financial LLC
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
Sandy Spring Bank
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
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|
Tsfg, Llc
|
|
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|
R. W. Roge & Company, Inc.
|
|
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Zions Bancorporation, National Association /ut/
|
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
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|
|
Alps Advisors Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Abn Amro Investment Solutions
|
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Creative Financial Designs Inc /adv
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Diversify Advisory Services, LLC
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Bruce G. Allen Investments, LLC
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Simplicity Wealth,LLC
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PFG Advisors
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Deutsche Bank Ag\
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Kingsview Wealth Management, LLC
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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Vectors Research Management, LLC
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
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Institutional Investment Strategy Fund
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Evoke Wealth, Llc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Sone Capital Management, LLC
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Hardman Johnston Global Advisors LLC
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Atomi Financial Group, Inc.
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Genesis Private Wealth, Llc
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Ameriflex Group, Inc.
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FourThought Financial Partners, LLC
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LS Investment Advisors, LLC
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
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Aaron Wealth Advisors LLC
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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Sava Infond d.o.o.
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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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Kimelman & Baird, LLC
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Rise Advisors, LLC
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Capital Advisors, Ltd. LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Global Endowment Management, LP
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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Palumbo Wealth Management LLC
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Bedrijfstakpensioenfonds Voor De Media Pno
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Mbb Public Markets I Llc
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OneAscent Investment Solutions LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Bleakley Financial Group, LLC
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Fifth Third Bancorp
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Group One Trading, L.p.
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Total Investment Management Inc
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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Caisse De Depot Et Placement Du Quebec
|
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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Envestnet Asset Management Inc
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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Hilltop Holdings Inc.
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Balyasny Asset Management Llc
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Founders Financial Securities Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
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Cyndeo Wealth Partners, LLC
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S&t Bank/pa
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Morgan Stanley
|
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Carret Asset Management, Llc
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Tyler-Stone Wealth Management
|
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SRN Advisors, LLC
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Millennium Management Llc
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Pacific Center for Financial Services
|
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Engineers Gate Manager LP
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Wood Tarver Financial Group, LLC
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
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Carnegie Capital Asset Management, LLC
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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IFC Advisors LLC
|
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First American Bank
|
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Smithfield Trust Co
|
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MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
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Matauro, Llc
|
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Andina Capital Management, LLC
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Quadcap Wealth Management, LLC
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Ilmarinen Mutual Pension Insurance Co
|
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Wealthspire Advisors, LLC
|
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Ameritas Advisory Services, LLC
|
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ExodusPoint Capital Management, LP
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Freestone Capital Holdings, LLC
|
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Alliancebernstein L.p.
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
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|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
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|
|
STRV - EA Series Trust - Strive 500 ETF
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
|
Point72 Hong Kong Ltd
|
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|
Johnson & White Wealth Management, LLC
|
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|
Securian Asset Management, Inc
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
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|
Resources Investment Advisors, LLC.
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
Ignite Planners, LLC
|
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|
|
Cigna Investments Inc /new
|
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
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|
|
WestEnd Advisors, LLC
|
|
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|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
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|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
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|
|
Mather Group, Llc.
|
|
|
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|
|
Groupama Asset Managment
|
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|
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|
|
Natixis
|
|
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|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
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|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
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Ancora Advisors, LLC
|
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Unique Wealth, Llc
|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Meadow Creek Wealth Advisors Llc
|
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Regency Capital Management Inc.\DE
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
TFB Advisors LLC
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
eCIO, Inc.
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
Capital Analysts, Inc.
|
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|
Union Savings Bank
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Matthew Goff Investment Advisor, LLC
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Robeco Institutional Asset Management B.V.
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
CI Private Wealth, LLC
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FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
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|
Maryland State Retirement & Pension System
|
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|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
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|
R Squared Ltd
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Rodgers Brothers Inc.
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L1 Capital International Pty Ltd
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Simplex Trading, Llc
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Comerica Bank
|
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USA Financial Portformulas Corp
|
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Topsail Wealth Management, LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
Rice Hall James & Associates, Llc
|
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SageView Advisory Group, LLC
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Delta Investment Management, LLC
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Bank Of America Corp /de/
|
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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Main Street Financial Solutions, LLC
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Fulton Breakefield Broenniman Llc
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Evermay Wealth Management Llc
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Principal Financial Group Inc
|
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Smartleaf Asset Management LLC
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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FineMark National Bank & Trust
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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|
Marcum Wealth, LLC
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Dillon & Associates Inc
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Burling Wealth Partners, Llc
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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Horizons Wealth Management
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
St Germain D J Co Inc
|
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|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
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|
Ostrum Asset Management
|
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|
First National Trust Co
|
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|
Coastal Bridge Advisors, LLC
|
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|
Exencial Wealth Advisors, Llc
|
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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|
Nomura Holdings Inc
|
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Susquehanna Portfolio Strategies, LLC
|
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DekaBank Deutsche Girozentrale
|
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|
Occidental Asset Management, LLC
|
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|
Mpwm Advisory Solutions, Llc
|
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|
Great Valley Advisor Group, Inc.
|
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|
Pacifica Partners Inc.
|
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|
Stockman Wealth Management, Inc.
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
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|
Pathstone Holdings, LLC
|
|
|
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|
|
Oak Ridge Investments Llc
|
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|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
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|
Level Four Advisory Services, Llc
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
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|
Profund Advisors Llc
|
|
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|
Acorn Creek Capital Llc
|
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|
Quarry LP
|
|
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|
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|
Westover Capital Advisors, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
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Brevan Howard Capital Management LP
|
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Lgt Capital Partners Ltd.
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E Fund Management Co., Ltd.
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Vanguard Group Inc
|
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Chilton Investment Co Llc
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
Hudson Bay Capital Management LP
|
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NewEdge Wealth, LLC
|
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First National Bank of Mount Dora, Trust Investment Services
|
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|
Bridgewater Advisors Inc.
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Great Lakes Advisors, Llc
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Groupe la Francaise
|
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Provenance Wealth Advisors, LLC
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Nordea Investment Management Ab
|
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Aviva Plc
|
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Aurdan Capital Management, LLC
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BayBridge Capital Group, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
Heritage Wealth Advisors
|
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Rothschild Investment Llc
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Veracity Capital LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
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|
Tiaa Trust, National Association
|
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|
Legacy Wealth Managment, LLC/ID
|
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JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
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Factory Mutual Insurance Co
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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State of New Jersey Common Pension Fund D
|
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Bailard, Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Dimensional Fund Advisors Lp
|
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Rothschild Capital Partners, LLC
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Moran Wealth Management, LLC
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Cahaba Wealth Management, Inc.
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ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
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EP Wealth Advisors, Inc.
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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Rakuten Securities, Inc.
|
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|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
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|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
Amalgamated Bank
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
National Wealth Management Group, LLC
|
|
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|
Assenagon Asset Management S.A.
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
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|
Syon Capital Llc
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Transce3nd, LLC
|
|
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G&S Capital LLC
|
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|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
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|
Walleye Capital LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
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|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
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|
Cresset Asset Management, LLC
|
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|
Baker Ellis Asset Management LLC
|
|
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|
|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
Logan Capital Management Inc
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
BTS Asset Management, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Ako Capital Llp
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
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Jensen Investment Management Inc
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Arrowstreet Capital, Limited Partnership
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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Axq Capital, Lp
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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Tower Research Capital LLC (TRC)
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Brown Advisory Inc
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Concord Wealth Partners
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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RMR Wealth Builders
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D.a. Davidson & Co.
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Kozak & Associates, Inc.
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Ogorek Anthony Joseph /ny/ /adv
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
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DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
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Wallace Capital Management Inc.
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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Aureus Asset Management, LLC
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Resonant Capital Advisors, LLC
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Police & Firemen's Retirement System of New Jersey
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McIlrath & Eck, LLC
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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Wimmer Associates 1, Llc
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Bessemer Group Inc
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Parisi Gray Wealth Management
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Longfellow Investment Management Co Llc
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
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AlphaStar Capital Management, LLC
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Legacy Capital Wealth Partners, LLC
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Kestra Private Wealth Services, Llc
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
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Legacy Wealth Asset Management, LLC
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First Citizens Bank & Trust Co
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Ipswich Investment Management Co., Inc.
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Geneva Partners, LLC
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Calamos Wealth Management LLC
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Global Retirement Partners, LLC
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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StoneX Group Inc.
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KC Investment Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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Meeder Asset Management Inc
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PENN SERIES FUNDS INC - Index 500 Fund
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
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Gratus Wealth Advisors, LLC
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
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Bowen Hanes & Co Inc
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Appleton Partners Inc/ma
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MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Patton Fund Management, Inc.
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
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Principle Wealth Partners Llc
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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First Heartland Consultants, Inc.
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
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Ckw Financial Group
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LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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Pensionmark Financial Group, Llc
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Credit Capital Investments LLC
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
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Midwest Trust Co
|
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Pallas Capital Advisors LLC
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Illinois Municipal Retirement Fund
|
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Meiji Yasuda Asset Management Co Ltd.
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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Invesco Ltd.
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
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Mayflower Financial Advisors, LLC
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Opal Wealth Advisors, LLC
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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REAP Financial Group, LLC
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Tradewinds Capital Management, LLC
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BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
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Stone House Investment Management, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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Intech Investment Management Llc
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Hantz Financial Services, Inc.
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Walter Public Investments Inc.
|
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Wellington Capital Management, Inc.
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Powell Investment Advisors, LLC
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Detalus Advisors, LLC
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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Atlas Capital Advisors Llc
|
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|
Minot DeBlois Advisors LLC
|
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Stifel Financial Corp
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
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|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
|
|
Fortitude Family Office, LLC
|
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|
|
|
|
PDS Planning, Inc
|
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|
|
|
Cape Investment Advisory, Inc.
|
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|
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|
Mission Creek Capital Partners, Inc.
|
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|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Schulz Wealth, LTD.
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
