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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
|
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|
Pictet Asset Management Holding SA
|
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|
Ridgewood Investments LLC
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|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
|
|
|
Argent Trust Co
|
|
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|
Western Wealth Management, LLC
|
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|
Citadel Advisors Llc
|
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|
Great Lakes Retirement, Inc.
|
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|
Arizona State Retirement System
|
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PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
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|
Principal Securities, Inc.
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Tudor Investment Corp Et Al
|
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Polar Capital Holdings Plc
|
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GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
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|
Soundwatch Capital LLC
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
ESL Trust Services, LLC
|
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|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
Wesbanco Bank Inc
|
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Cubist Systematic Strategies, LLC
|
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Allianzgi Equity & Convertible Income Fund
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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|
Stone Point Wealth LLC
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
Hemington Wealth Management
|
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Westport Asset Management Inc
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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Gilliland Jeter Wealth Management LLC
|
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|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Cordatus Wealth Management LLC
|
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Private Trust Co Na
|
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MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A
|
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Arnhold LLC
|
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TOWER TRUST & INVESTMENT Co
|
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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TFG Advisers LLC
|
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Smith, Salley & Associates
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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Apexium Financial, Lp
|
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PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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SIH Partners, LLLP
|
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MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
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|
George Kaiser Family Foundation
|
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|
Wellington Shields & Co., LLC
|
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Moss Adams Wealth Advisors LLC
|
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Capstone Investment Advisors, Llc
|
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FSM Wealth Advisors, LLC
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Dean Investment Associates, Llc
|
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|
Glenmede Trust Co Na
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
|
Ferguson Shapiro LLC
|
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|
Monarch Capital Management Inc/
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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First American Trust, Fsb
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Wood Tarver Financial Group, LLC
|
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|
Azzad Asset Management Inc /adv
|
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Essex LLC
|
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FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
Davis R M Inc
|
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|
Jfs Wealth Advisors, Llc
|
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First Trust Advisors Lp
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
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|
|
Quantitative Investment Management, LLC
|
|
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|
Drake & Associates, LLC
|
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|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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|
|
Stephens Inc /ar/
|
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|
|
Holocene Advisors, LP
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
Tilia Fiduciary Partners, Inc.
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
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|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
|
GWM Advisors LLC
|
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|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
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|
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|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I)
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast International Growth Portfolio
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Nwam Llc
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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|
Cherry Tree Wealth Management, LLC
|
|
|
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|
|
Rise Advisors, LLC
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
NEOS Investment Management LLC
|
|
|
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|
|
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
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|
Skopos Labs, Inc.
|
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|
Summitry Llc
|
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Fi3 FINANCIAL ADVISORS, LLC
|
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Diversified Trust Co
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
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|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
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|
Jacobsen Capital Management
|
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DT Investment Partners, LLC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Thomasville National Bank
|
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|
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares
|
|
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|
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|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
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Essex Savings Bank
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
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|
Rice Partnership, LLC
|
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Veritas Investment Partners (UK) Ltd.
|
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Natural Investments, Llc
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Ancora Advisors, LLC
|
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Alberta Investment Management Corp
|
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Clifford Swan Investment Counsel Llc
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
SkyView Investment Advisors, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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Carson Advisory Inc.
|
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
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|
Second Line Capital, LLC
|
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Stonebridge Financial Group, LLC
|
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Fifth Third Bancorp
|
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Freedom Day Solutions, LLC
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Sands Capital Management, Llc
|
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Public Sector Pension Investment Board
|
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Rakuten Securities, Inc.
|
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Stonegate Investment Group, LLC
|
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ROSS\JOHNSON & Associates LLC
|
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|
Ci Investments Inc.
|
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|
National Asset Management, Inc.
|
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Sovran Advisors, LLC
|
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Seven Springs Wealth Group, LLC
|
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|
Woodard & Co Asset Management Group Inc /adv
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
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|
First National Advisers, LLC
|
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|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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|
South Dakota Investment Council
|
|
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|
Convergence Investment Partners, LLC
|
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|
Financially Speaking Inc
|
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|
FSA Wealth Management LLC
|
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|
Cerity Partners LLC
|
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Hartline Investment Corp/
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
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|
Douglass Winthrop Advisors, LLC
|
|
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
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|
|
Gabelli Utility Trust
|
|
|
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|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
M. Kraus & Co
|
|
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|
|
Vivaldi Capital Management, LLC
|
|
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|
Root Financial Partners, LLC
|
|
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|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
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|
|
Threadgill Financial, Llc
|
|
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|
Invesco Ltd.
|
|
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|
Qube Research & Technologies Ltd
|
|
|
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|
Swedbank AB
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
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|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Criteria Caixa, S.a.u.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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|
Profunds - Profund Vp Ultranasdaq-100
|
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|
Capital Analysts, Inc.
|
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|
Wellspring Financial Advisors, LLC
|
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S&t Bank/pa
|
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Paradigm Asset Management Co Llc
|
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Bridge Generations Wealth Management Llc
|
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Capula Management Ltd
|
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
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|
AlTi Global, Inc.
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
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|
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|
Fidelis Capital Partners, LLC
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
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QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
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Empire Life Investments Inc.
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Eaton Vance Enhanced Equity Income Fund
|
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O'shaughnessy Asset Management, Llc
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Stifel Financial Corp
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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3Chopt Investment Partners, LLC
|
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AA Financial Advisors, LLC
|
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Clarion Wealth Managment Partners, LLC
|
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Independent Advisor Alliance
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Alpha Family Trust
|
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PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
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|
Ayrshire Capital Management LLC
|
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Xponance, Inc.
|
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Horizon Kinetics Asset Management Llc
|
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Challenger Wealth Management
|
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Darden Wealth Group Inc
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
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Tsfg, Llc
|
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William Blair Investment Management, Llc
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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StrongBox Wealth, LLC
|
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FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Frazier Financial Advisors, LLC
|
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Lido Advisors, LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Nelson Capital Management, LLC
|
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Capital Market Strategies LLC
|
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SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
Envestnet Asset Management Inc
|
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Nordea Investment Management Ab
|
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
Sowell Financial Services LLC
|
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|
Driehaus Capital Management Llc
|
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Institute for Wealth Management, LLC.
|
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SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
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|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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|
Parallel Advisors, LLC
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
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|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
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|
James Investment Research Inc
|
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|
Aries Wealth Management
|
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
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|
|
Birchbrook, Inc.
|
|
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
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|
Wetherby Asset Management Inc
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
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|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
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|
|
Centennial Bank/AR/
|
|
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|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
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|
|
Hibernia Wealth Partners, LLC
|
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|
PGGM Investments
|
|
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|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
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|
Integrated Wealth Concepts LLC
|
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|
|
|
Lansdowne Partners (uk) Llp
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
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|
|
Mitchell Mcleod Pugh & Williams Inc
|
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|
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|
|
Old Point Trust & Financial Services N A
|
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|
L.m. Kohn & Company
|
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|
Noble Wealth Management PBC
|
|
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|
|
Barrett & Company, Inc.
|
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|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
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|
|
|
Castlekeep Investment Advisors Llc
|
|
|
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|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Lgl Partners, Llc
|
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|
|
|
|
Eventide Asset Management, Llc
|
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|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
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|
Assetmark, Inc
|
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|
Insigneo Advisory Services, Llc
|
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|
|
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|
International Assets Investment Management, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
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|
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|
GSB Wealth Management, LLC
|
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|
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|
RFG Advisory, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
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|
|
|
|
Gallo Partners, LP
|
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|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
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|
|
Patten Group, Inc.
|
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|
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|
Power Wealth Management Llc
|
|
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|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
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|
Geneos Wealth Management Inc.
|
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|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
SailingStone Capital Partners LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Freemont Capital Pte Ltd
|
|
|
|
|
|
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Zeno Equity Partners LLP
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
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Gables Capital Management Inc.
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|
Aletheian Wealth Advisors LLC
|
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|
Strategic Blueprint, LLC
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
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|
Siemens Fonds Invest GmbH
|
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|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Glen Eagle Advisors, LLC
|
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|
Buckingham Strategic Partners
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
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|
|
Korea Investment CORP
|
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|
Snowden Capital Advisors LLC
|
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|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
Sig Brokerage, Lp
|
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|
Winslow Asset Management Inc
|
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|
Callan Capital, LLC
|
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|
Parsons Capital Management Inc/ri
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Revisor Wealth Management LLC
|
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|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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|
Chilton Capital Management Llc
|
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Ubs Oconnor Llc
|
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De Burlo Group Inc
|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Welch & Forbes Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
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|
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|
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class
|
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|
Financial Advocates Investment Management
|
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|
Laurel Wealth Advisors LLC
|
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Segment Wealth Management, LLC
|
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|
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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KPP Advisory Services LLC
|
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|
Griffin Asset Management, Inc.
|
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Y.D. More Investments Ltd
|
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North Star Asset Management Inc
|
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|
Aviso Financial Inc.
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
Mar Vista Investment Partners Llc
|
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DekaBank Deutsche Girozentrale
|
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CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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Fisher Funds Management LTD
|
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|
Trium Capital LLP
|
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Quest Investment Management Llc
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
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|
HighPoint Advisor Group LLC
|
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|
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|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
Public Investment Fund
|
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|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
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|
|
1 North Wealth Services Llc
|
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|
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|
Blue Zone Wealth Advisors, LLC
|
|
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
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|
Cetera Trust Company, N.A
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Railway Pension Investments Ltd
|
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|
Baker Ellis Asset Management LLC
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
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|
Pine Harbor Wealth Management, LLC
|
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|
Factory Mutual Insurance Co
|
|
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|
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|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
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|
Patrick M Sweeney & Associates, Inc
|
|
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|
Captrust Financial Advisors
|
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|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
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|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
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|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
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|
Saturna Capital CORP
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
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|
Holderness Investments Co
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
HNICX - HARBOR FUNDS - Harbor International Compounders Fund Retirement Class
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Groupe des Assurances du Credit Mutuel
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
HDRO - ETF Series Solutions - Defiance Next Gen H2 ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
OSEA - Harbor ETF Trust - Harbor International Compounders ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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Value Partners Investments Inc.
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Capital International Investors
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Riverbridge Partners Llc
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Susquehanna International Group, Llp
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Congress Wealth Management LLC / DE /
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AAFMAA Wealth Management & Trust LLC
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MASTERINVEST Kapitalanlage GmbH
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
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Cornerstone Strategic Value Fund Inc
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May Hill Capital, LLC
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Brady Family Wealth, Llc
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Allworth Financial LP
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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Impax Asset Management Group plc
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Adage Capital Partners Gp, L.l.c.
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
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RD Lewis Holdings, Inc.
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Jupiter Asset Management Ltd
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Kestra Private Wealth Services, Llc
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
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Boston Research & Management Inc
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Tidemark, LLC
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Zions Bancorporation, National Association /ut/
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FT Vest Hedged Equity Income Fund: Series A3
|
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FT Vest Total Return Income Fund: Series B1
|
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Up Strategic Wealth Investment Advisors Llc
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TUG - Listed Funds Trust - STF Tactical Growth ETF
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Profunds - Profund Vp Basic Materials
|
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Ameritas Advisory Services, LLC
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Oxford Financial Group Ltd
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OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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BSW Wealth Partners
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Portfolio Strategies, Inc.
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Harvey Capital Management Inc
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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Jacobi Capital Management LLC
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Lederer & Associates Investment Counsel/ca
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DnB Asset Management AS
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TD Capital Management LLC
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Heirloom Wealth Management
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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Bright Rock Capital Management, Llc
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Healthcare Of Ontario Pension Plan Trust Fund
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Mufg Securities Americas Inc.
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LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
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Ostrum Asset Management
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
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Volterra Technologies LP
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BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
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Legacy Bridge, LLC
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Private Wealth Asset Management, LLC
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Stock Yards Bank & Trust Co
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Mitchell & Pahl Private Wealth, Llc
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APG Asset Management N.V.
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LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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Shepherd Financial Partners LLC
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Savoie Capital LLC
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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Roxbury Financial LLC
|
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EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Swiss National Bank
|
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Mayport, Llc
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
|
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|
Ibex Wealth Advisors
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Penserra Capital Management LLC
|
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Sigma Planning Corp
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
University Of Texas/texas Am Investment Managment Co
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
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|
YHB Investment Advisors, Inc.
|
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Aptus Capital Advisors, LLC
|
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Matrix Private Capital Group Llc
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Handelsbanken Fonder AB
|
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|
Principia Wealth Advisory, LLC
|
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|
Bragg Financial Advisors, Inc
|
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|
Activest Wealth Management
|
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|
Wcm Investment Management, Llc
|
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|
Varma Mutual Pension Insurance Co
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Mariner, LLC
|
|
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|
|
Y-Intercept (Hong Kong) Ltd
|
|
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|
|
Hara Capital LLC
|
|
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|
|
Dynamic Technology Lab Private Ltd
|
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|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
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|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
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|
|
Aperture Investors, LLC
|
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|
Mather Group, Llc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
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|
|
Prudential Plc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
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|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
IBAT - iSHARES TRUST - iShares Energy Storage & Materials ETF
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
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|
Consolidated Portfolio Review Corp
|
|
|
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|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Mcdonald Partners Llc
|
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|
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|
ORG Wealth Partners, LLC
|
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|
|
Exchange Bank
|
|
|
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|
Nomura Holdings Inc
|
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|
Jefferies Financial Group Inc.
|
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Ieq Capital, Llc
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Ako Capital Llp
|
|
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|
|
First National Bank Of Omaha
|
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|
Citizens Financial Group Inc/ri
|
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|
D L Carlson Investment Group Inc
|
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|
Wrapmanager Inc
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
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|
North Capital, Inc.
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
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|
Nilsine Partners, LLC
|
|
|
|
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|
Baron Wealth Management LLC
|
|
|
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|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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|
|
|
|
Putney Financial Group LLC
|
|
|
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|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Sfm, Llc
|
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|
|
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|
Walleye Capital LLC
|
|
|
|
|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
|
Thornburg Investment Management Inc
|
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|
Pin Oak Investment Advisors Inc
|
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|
WPG Advisers, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
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|
|
Centerpoint Advisors, LLC
|
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|
J.w. Cole Advisors, Inc.
|
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|
Mml Investors Services, Llc
|
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|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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|
Schnieders Capital Management Llc
|
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Foster Dykema Cabot & Partners, Llc
|
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Tairen Capital Ltd
|
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FIL Ltd
|
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Citigroup Inc
|
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JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
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Kirtland Hills Capital Management, Llc
|
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TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
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|
|
Your Advocates Ltd., LLP
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
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|
Angeles Wealth Management, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
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|
|
|
Canada Pension Plan Investment Board
|
|
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|
|
|
Redmond Asset Management, LLC
|
|
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|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial
|
|
|
|
|
|
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
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Provenance Wealth Advisors, LLC
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|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
MeadowBrook Investment Advisors LLC
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|
Purkiss Capital Advisors LLC
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
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Perpetual Ltd
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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|
Unisphere Establishment
|
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|
Czech National Bank
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
Turtle Creek Wealth Advisors, LLC
|
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Twin Tree Management, LP
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Values First Advisors, Inc.
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Regions Financial Corp
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RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
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Delta Asset Management Llc/tn
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WASHINGTON TRUST Co
|
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Northwest Bancshares, Inc.
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Cooper Financial Group
|
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|
Weatherly Asset Management L. P.
|
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Simmons Bank
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Credit Industriel Et Commercial
|
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|
State of Wyoming
|
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|
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|
Solstein Capital, LLC
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BluePointe Capital Management, LLC
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Alteri Wealth LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
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|
Farmers Trust Co
|
|
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MorganRosel Wealth Management, LLC
|
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|
Pineridge Advisors LLC
|
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Community Bank, N.A.
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Lee Financial Co
|
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|
Legacy Wealth Asset Management, LLC
|
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|
StoneX Group Inc.
|
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AdvisorNet Financial, Inc
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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Traynor Capital Management, Inc.
|
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AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Payden & Rygel
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Royal London Asset Management Ltd
|
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|
Quest 10 Wealth Builders, Inc.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Doheny Asset Management /ca
|
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Mainstay Capital Management Llc /adv
|
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Scott Marsh Financial, LLC
|
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California Public Employees Retirement System
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
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|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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|
Steel Peak Wealth Management LLC
|
|
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|
Harbour Trust & Investment Management Co
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
Spire Wealth Management
|
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|
Chesley Taft & Associates LLC
|
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|
Samalin Investment Counsel, LLC
|
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|
Argentarii, LLC
|
|
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|
Baldwin Brothers Inc/ma
|
|
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|
Waldron Private Wealth LLC
|
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|
|
Elser Financial Planning, Inc
|
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|
|
Wolf Group Capital Advisors
|
|
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|
McAdam, LLC
|
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|
Empowered Funds, LLC
|
|
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|
Divergent Planning, LLC
|
|
|
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
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|
Victory Financial Group, Llc
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
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|
Glenview Trust Co
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Lord, Abbett & Co. Llc
|
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|
Security National Bank Of So Dak
|
|
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|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
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|
New York Life Investment Management Llc
|
|
|
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|
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
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|
Anchor Investment Management, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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|
IAG Wealth Partners, LLC
|
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|
|
|
|
River Wealth Advisors LLC
|
|
|
|
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|
Staley Capital Advisers Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
Capricorn Fund Managers Ltd
|
|
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
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|
Capital Investment Advisory Services, LLC
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Sulzberger Capital Advisors, Inc.
|
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ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
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|
NFP Retirement, Inc.
|
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WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
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Bank Of America Corp /de/
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Dynamic Financial Group
|
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Citizens National Bank Trust Department
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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|
IMA Wealth, Inc.
|
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|
MCF Advisors LLC
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
Lcnb Corp
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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Quantbot Technologies LP
|
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Carderock Capital Management Inc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Independence Bank of Kentucky
|
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St Germain D J Co Inc
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Oakworth Capital, Inc.
|
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PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares
|
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|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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Roberts Wealth Advisors, LLC
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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AMF Pensionsforsakring AB
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Fortitude Family Office, LLC
|
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RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
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Bard Financial Services, Inc.
|
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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|
Schear Investment Advisers, LLC
|
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SummitTX Capital, L.P.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class
|
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|
Albert D Mason Inc
|
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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Maven Securities LTD
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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49 Wealth Management, Llc
|
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Artisan Partners Limited Partnership
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Pensionmark Financial Group, Llc
|
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Phoenix Holdings Ltd.
|
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Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
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|
Resonant Capital Advisors, LLC
|
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|
Franklin Resources Inc
|
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|
Spirepoint Private Client, Llc
|
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|
Foresight Group Ltd Liability Partnership
|
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|
Dillon & Associates Inc
|
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|
|
RiverFront Investment Group, LLC
|
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|
|
Mechanics Financial Corp
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
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|
Great Diamond Partners, LLC
|
|
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
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|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
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|
|
McKinley Carter Wealth Services, Inc.
|
|
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|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
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|
Indiana Trust & Investment Management CO
|
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|
Asset Dedication, LLC
|
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|
Thrive Capital Management, LLC
|
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|
Markel Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
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|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
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|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
West Family Investments, Inc.
|
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|
Us Bancorp \de\
|
|
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Capital World Investors
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Banque Cantonale Vaudoise
|
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Granite Group Advisors, LLC
|
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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|
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|
|
Forsta Ap-fonden
|
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Resources Management Corp /ct/ /adv
|
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Barnes Dennig Private Wealth Management LLC
|
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NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Reliant Investment Management, LLC
|
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Haverford Trust Co
|
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Modern Wealth Management, LLC
|
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MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
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|
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|
Claris Financial LLC
|
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Old Second National Bank Of Aurora
|
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SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
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Voleon Capital Management Lp
|
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Mbb Public Markets I Llc
|
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Federation des caisses Desjardins du Quebec
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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|
Latitude Advisors, LLC
|
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WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N
|
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|
Intrua Financial, LLC
|
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|
Mizuho Markets Americas Llc
|
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|
Violich Capital Management, Inc.
|
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TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A
|
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|
Omnia Family Wealth, LLC
|
|
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|
SILVER OAK SECURITIES, Inc
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
CX Institutional
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
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|
Cascade Financial Partners, LLC
|
|
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InvesTrust
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
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|
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|
Inspire Trust Co, N.a.
|
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Rsm Us Wealth Management Llc
|
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Guardian Wealth Advisors, Llc / Nc
|
|
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TXUE - Thornburg ETF Trust - Thornburg International Equity ETF
|
|
|
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|
Sachetta, LLC
|
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
Costello Asset Management, INC
|
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|
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
PACIFIC SELECT FUND - International Growth Portfolio Class P
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio
|
|
|
|
|
|
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Pelham Capital Ltd.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
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|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Drive Wealth Management, Llc
|
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|
MTM Investment Management, LLC
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Machina Capital S.a.s.
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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|
CWS Financial Advisors, LLC
|
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|
KBC Group NV
|
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|
Graypoint LLC
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
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|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
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|
|
State Of Michigan Retirement System
|
|
|
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|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
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|
Community Trust & Investment Co
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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|
Cary Street Partners Financial Llc
|
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Navalign, LLC
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Deutsche Bank Ag\
|
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|
Calamos Global Total Return Fund
|
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Triad Wealth Partners, LLC
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Mattern Capital Management, Llc
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Courier Capital Llc
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Tanglewood Legacy Advisors, LLC
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Elyxium Wealth, LLC
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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Northwest & Ethical Investments L.P.
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
Terra Nova Asset Management LLC
|
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|
New Mexico Educational Retirement Board
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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Teachers Retirement System Of The State Of Kentucky
|
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Farmers & Merchants Trust Co of Long Beach
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Farmers & Merchants Investments Inc
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SOUTH STATE Corp
|
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FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
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Hazlett, Burt & Watson, Inc.
|
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MXI - iSHARES TRUST - iShares Global Materials ETF
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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Equitable Trust Co
|
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Hanson & Doremus Investment Management
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Evergreen Private Wealth LLC
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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CarsonAllaria Wealth Management, Ltd.
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Cwm, Llc
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Federated Hermes, Inc.
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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Grove Bank & Trust
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Walter & Keenan Financial Consulting Co /mi/ /adv
|
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VisionPoint Advisory Group, LLC
|
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JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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Weitz Investment Management, Inc.
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Capital Research Global Investors
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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JCIC Asset Management Inc.
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MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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La Banque Postale Asset Management SA
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Parkside Financial Bank & Trust
|
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BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Ascent Capital Management, LLC
|
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|
Financial Enhancement Group LLC
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
KC Investment Advisors, LLC
|
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|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
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|
Revolve Wealth Partners, LLC
|
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|
IFG Advisory, LLC
|
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|
TKG Advisors, LLC
|
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|
Moloney Securities Asset Management, LLC
|
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
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|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Tower Bridge Advisors
|
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|
Harbor Investment Advisory, Llc
|
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|
Founders Financial Alliance, LLC
|
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|
Wendell David Associates Inc
|
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|
Seeds Investor Llc
|
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|
Richard W. Paul & Associates, LLC
|
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|
Mizuho Securities Usa Llc
|
|
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|
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
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|
Security National Bank
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
MCSE - Franklin Templeton ETF Trust - Martin Currie Sustainable International Equity ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
HISIX - HOMESTEAD FUNDS INC - International Equity Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
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Beverly Hills Private Wealth, LLC
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Kayne Anderson Capital Advisors Lp
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
Net Worth Advisory Group
|
|
|
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|
Papp L Roy & Associates
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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|
United Asset Strategies, Inc.
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Trust Co Of Toledo Na /oh/
|
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Blackrock Utility & Infrastructure Trust
|
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Novem Group
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A
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|
Everhart Financial Group, Inc.
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TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
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Huntington National Bank
|
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South Street Advisors LLC
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AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
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Prestige Wealth Management Group LLC
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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Loomis Sayles & Co L P
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FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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Granite Harbor Advisors, Inc.
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iA Global Asset Management Inc.
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Pioneer Trust Bank N A/or
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CNB Bank
|
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Qtron Investments LLC
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Calamos Wealth Management LLC
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Perritt Capital Management Inc
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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Banque de Luxembourg S.A.
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Valmark Advisers, Inc.
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Gen-Wealth Partners Inc
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Coldstream Capital Management Inc
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Comprehensive Financial Consultants Institutional, Inc.
|
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HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Wsfs Capital Management, Llc
|
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Strategies Wealth Advisors, LLC
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Marshall Wace, Llp
|
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SOA Wealth Advisors, LLC.
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Vanguard Group Inc
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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Sumitomo Life Insurance Co
|
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GRW - TCW ETF Trust - TCW Compounders ETF
|
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Luken Investment Analytics, LLC
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Signal Advisors Wealth, LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Capitolis Liquid Global Markets LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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|
Utah Retirement Systems
|
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|
Pittenger & Anderson Inc
|
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Kozak & Associates, Inc.
|
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ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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Founders Financial Securities Llc
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Premier Fund Managers Ltd
|
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Inspire Advisors, LLC
|
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Larson Financial Group LLC
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Curat Global, LLC
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Manchester Financial Inc
|
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Nichols & Pratt Advisers Llp /ma
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|
Nbc Securities, Inc.
|
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Polaris Capital Management, LLC
|
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Sentinel Trust Co Lba
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
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|
Meeder Advisory Services, Inc.
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Roberts Glore & Co Inc /il/
|
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|
Ausdal Financial Partners, Inc.
|
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|
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class
|
|
|
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|
C WorldWide Group Holding A/S
|
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|
1858 Wealth Management, Llc
|
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
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|
AMG National Trust Bank
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
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|
Trilogy Capital Inc.
|
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
Helios Capital Management Pte. Ltd
|
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|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
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|
State of Alaska, Department of Revenue
|
|
|
|
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|
Avantax Planning Partners, Inc.
|
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|
Spectrum Asset Management, Inc. (NB/CA)
|
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|
Community Financial Services Group, LLC
|
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|
Ntv Asset Management Llc
|
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|
Advisors Asset Management, Inc.
|
|
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|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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PrairieView Partners, LLC
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Compagnie Lombard Odier SCmA
|
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Wellington Shields Capital Management, LLC
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American National Bank
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Commerzbank Aktiengesellschaft /fi
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Rational Advisors Llc
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IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
|
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|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
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Spirit Of America Management Corp/ny
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Asset Planning Services Inc /la/ /adv
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Maren Capital LLC
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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Grimes & Company, Inc.
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Merrion Investment Management Co, LLC
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
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Bahl & Gaynor Inc
|
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
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Connor, Clark & Lunn Investment Management Ltd.
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IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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JustInvest LLC
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BBR ALO Fund, LLC
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Fullcircle Wealth Llc
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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Horizon Investments, LLC
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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Van Eck Associates Corp
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Kennebec Savings Bank
|
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Amalgamated Bank
|
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Institutional Investment Strategy Fund
|
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NorthCrest Asset Manangement, LLC
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M3 Advisory Group, LLC
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Checchi Capital Advisers, LLC
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Wealth Enhancement Advisory Services, Llc
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First Financial Corp /in/
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PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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RMB Capital Management, LLC
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Capital Group Private Client Services, Inc.
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Elios Financial Group Inc.
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LKEQX - LKCM Funds - LKCM Equity Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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Journey Strategic Wealth Llc
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IMG Wealth Management, Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Highline Wealth Partners Llc
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Mayflower Financial Advisors, LLC
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Cohen Klingenstein LLC
|
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Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
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Westside Investment Management, Inc.
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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Sargent Investment Group, LLC
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Nuveen, LLC
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Ballentine Partners, LLC
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Addison Capital Co
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Second Half Financial Partners, LLC
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Austin Private Wealth, LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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Cohen Capital Management, Inc.
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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HighMark Wealth Management LLC
|
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|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Dearborn Partners Llc
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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Weaver Capital Management LLC
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Crestwood Advisors Group LLC
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Operose Advisors LLC
|
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|
Calamos Global Dynamic Income Fund
|
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|
|
Plimoth Trust Co Llc
|
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|
Vestcor Inc
|
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LS Investment Advisors, LLC
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Rothschild Investment Llc
|
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NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
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|
Front Row Advisors LLC
|
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|
Cigna Investments Inc /new
|
|
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Armis Advisers, LLC
|
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|
Strategic Investment Advisors / MI
|
|
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|
Df Dent & Co Inc
|
|
|
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|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
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|
Lester Murray Antman dba SimplyRich
|
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|
Signaturefd, Llc
|
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|
Plante Moran Financial Advisors, LLC
|
|
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|
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|
UMA Financial Services, Inc.
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
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Fulton Bank, N.a.
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Bailard, Inc.
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FUKOKU MUTUAL LIFE INSURANCE Co
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Mission Creek Capital Partners, Inc.
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NOSIX - Northern Funds - Northern Stock Index Fund
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Hourglass Capital, Llc
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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Jones Financial Companies Lllp
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Gryphon Financial Partners LLC
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Webster Bank, N. A.
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Atlantic Edge Private Wealth Management, LLC
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Raleigh Capital Management Inc.
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Stone Run Capital, Llc
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Creekmur Asset Management LLC
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CRA Financial Services, LLC
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
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Hoese & Co LLP
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B&l Asset Management Llc
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Cornerstone Planning Group LLC
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Arlington Trust Co LLC
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
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Exchange Capital Management, Inc.
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Linscomb & Williams, Inc.
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Parr Mcknight Wealth Management Group, Llc
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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Nova Wealth Management, Inc.
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Concord Wealth Partners
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Heartland Bank & Trust Co
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Scarborough Advisors, LLC
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Dnca Finance
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Canopy Partners, LLC
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Alpine Total Dynamic Dividend Fund
|
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Philip James Wealth Mangement, LLC
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UBS Group AG
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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Taurus Asset Management, Llc
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
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Promus Capital, LLC
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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Canandaigua National Bank & Trust Co
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
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SG Americas Securities, LLC
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Modera Wealth Management, LLC
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Mirova
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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Kentucky Retirement Systems Insurance Trust Fund
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Shorepoint Capital Partners LLC
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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HighTower Advisors, LLC
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Mount Yale Investment Advisors, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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Tribridge Partners Financial LLC
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Evoke Wealth, Llc
|
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Capital International Ltd /ca/
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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WealthCollab, LLC
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REAP Financial Group, LLC
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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VanderPol Investments L.L.C.
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Madison Asset Management, LLC
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West Branch Capital LLC
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SCS Capital Management LLC
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B.O.S.S. Retirement Advisors, LLC
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Adams Natural Resources Fund, Inc.
|
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Avanda Investment Management Pte. Ltd.
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Painted Porch Advisors LLC
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
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Burney Co/
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
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|
Brown Miller Wealth Management, LLC
|
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|
Pacifica Partners Inc.
|
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Legacy Private Trust Co.
|
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We Are One Seven, LLC
|
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|
TSA Wealth Managment LLC
|
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|
Pinnacle Associates Ltd
|
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|
Pathstone Holdings, LLC
|
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Caitong International Asset Management Co., Ltd
|
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|
New Age Alpha Advisors, LLC
|
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|
Capital Investment Advisors, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
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|
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|
|
Wahed Invest LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A
|
|
|
|
|
|
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
VIDGX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
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|
