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American Trust
|
|
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|
XTX Topco Ltd
|
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|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
UNIVEST FINANCIAL Corp
|
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ASR Vermogensbeheer N.V.
|
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Townsquare Capital Llc
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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NEOS Investment Management LLC
|
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|
Cubist Systematic Strategies, LLC
|
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|
Arkadios Wealth Advisors
|
|
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
Horizon Kinetics Asset Management Llc
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Venture Visionary Partners LLC
|
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|
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|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
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|
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|
Envestnet Asset Management Inc
|
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|
NewSquare Capital LLC
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Cornerstone Planning Group LLC
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Brown Advisory Inc
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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Resources Investment Advisors, LLC.
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Charles Schwab Investment Management Inc
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Profunds - Profund Vp Ultrabull
|
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Balyasny Asset Management Llc
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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PAX Financial Group, LLC
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Schechter Investment Advisors, LLC
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Missouri Trust & Investment Co
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GLOBALT Investments LLC / GA
|
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Kane Investment Management, Inc.
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IFP Advisors, Inc
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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Principle Wealth Partners Llc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Louisiana State Employees Retirement System
|
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Trust Point Inc.
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
IFG Advisors, LLC
|
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|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Focus Financial Network, Inc.
|
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Canada Post Corp Registered Pension Plan
|
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YALL - Tidal ETF Trust - God Bless America ETF
|
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|
Johnson Investment Counsel Inc
|
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Axecap Investments, LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Atwood & Palmer Inc
|
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|
Golden State Wealth Management, LLC
|
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Capstone Investment Advisors, Llc
|
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RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
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|
Bell Investment Advisors, Inc
|
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|
Mutual Of America Capital Management Llc
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
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|
Kaufman Rossin Wealth, LLC
|
|
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|
Sivia Capital Partners, LLC
|
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ExodusPoint Capital Management, LP
|
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Penserra Capital Management LLC
|
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R Squared Ltd
|
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IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Genus Capital Management Inc.
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
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|
DAVENPORT & Co LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
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|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
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|
|
Bath Savings Trust Co
|
|
|
|
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|
Berger Financial Group, Inc
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
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|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Citadel Advisors Llc
|
|
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|
|
Employees Retirement System of Texas
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
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|
Fisher Asset Management, LLC
|
|
|
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|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
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|
First Trust Advisors Lp
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Edgestream Partners, L.P.
|
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|
Jpmorgan Chase & Co
|
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|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
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|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
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|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
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|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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Freedom Day Solutions, LLC
|
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|
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|
Pensionmark Financial Group, Llc
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
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|
|
Mather Group, Llc.
|
|
|
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
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|
Css Llc/il
|
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
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|
HFR Wealth Management, LLC
|
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|
Mufg Securities Americas Inc.
|
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|
Legal & General Group Plc
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Ullmann Financial Group, Inc.
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|
First Foundation Advisors
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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|
Callahan Advisors, LLC
|
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|
Lvm Capital Management Ltd/mi
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
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|
Archford Capital Strategies, LLC
|
|
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
|
OneAscent Wealth Management LLC
|
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|
Capital Asset Advisory Services LLC
|
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|
Aaron Wealth Advisors LLC
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Caldwell Securities, Inc
|
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|
Private Advisory Group LLC
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
|
Capital Advisors, Ltd. LLC
|
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|
Brookwood Investment Group LLC
|
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|
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|
|
Moss Adams Wealth Advisors LLC
|
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|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
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|
Wbi Investments, Inc.
|
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|
Motley Fool Asset Management LLC
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
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|
Horan Capital Advisors, LLC.
|
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|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
|
Headlands Technologies LLC
|
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|
|
Cohen & Steers, Inc.
|
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|
Alpha Cubed Investments, LLC
|
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|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
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|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
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|
Forum Financial Management, LP
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
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|
Tudor Financial Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
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|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
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|
|
Bruce G. Allen Investments, LLC
|
|
|
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|
Abbot Financial Management, Inc.
|
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|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
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|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
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|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
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|
|
LRI Investments, LLC
|
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|
|
Southland Equity Partners LLC
|
|
|
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|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Chapman Investment Management, LLC
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
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|
Wambolt & Associates, LLC
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
Pnc Financial Services Group, Inc.
|
|
|
|
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|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
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|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
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|
Kingsview Wealth Management, LLC
|
|
|
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|
Fruth Investment Management
|
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|
|
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|
Quadrant Capital Group Llc
|
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|
Tokio Marine Asset Management Co Ltd
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|
American Institute for Advanced Investment Management, LLP
|
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|
|
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|
CX Institutional
|
|
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
|
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|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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|
Lake Street Financial Llc
|
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Kilter Group LLC
|
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|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
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|
D. E. Shaw & Co., Inc.
|
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|
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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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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
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|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
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|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
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|
L2 Asset Management, LLC
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
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|
Norden Group Llc
|
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|
Sowell Financial Services LLC
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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Front Row Advisors LLC
|
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Everence Capital Management Inc
|
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|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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|
Operose Advisors LLC
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|
Parallel Advisors, LLC
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|
Apollon Wealth Management, LLC
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|
Intellus Advisors LLC
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|
Quaker Wealth Management, LLC
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
Marshall Financial Group LLC
|
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|
IMA Wealth, Inc.
|
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JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Laurel Wealth Advisors LLC
|
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|
Alpine Bank Wealth Management
|
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|
Coldstream Capital Management Inc
|
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|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
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|
Bank of New Hampshire
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Core Alternative Capital
|
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|
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
Romano Brothers And Company
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
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|
Gryphon Financial Partners LLC
|
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|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
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|
Lcnb Corp
|
|
|
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
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|
Intrust Bank Na
|
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|
Allworth Financial LP
|
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Renaissance Group Llc
|
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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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|
Profunds - Profund Vp Ultranasdaq-100
|
|
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|
United Community Bank
|
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|
Royal London Asset Management Ltd
|
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Susquehanna International Group, Llp
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
Waddell & Associates, Llc
|
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|
Canada Pension Plan Investment Board
|
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|
Freestone Grove Partners LP
|
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|
Rockland Trust Co
|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Quest Partners LLC
|
|
|
|
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|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Total Investment Management Inc
|
|
|
|
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|
Trexquant Investment LP
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
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|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Crossmark ETF Trust - Crossmark Large Cap Growth ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
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Strs Ohio
|
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Rational Advisors Llc
|
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DnB Asset Management AS
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
Sierra Ocean, Llc
|
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Adviser Investments LLC
|
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Brown Brothers Harriman & Co
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
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|
Unigestion Holding SA
|
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|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Thompson Investment Management, Inc.
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Principal Financial Group Inc
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Argent Capital Management Llc
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Capital Investment Advisory Services, LLC
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Red Tortoise LLC
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Graypoint LLC
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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Asset Dedication, LLC
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Premier Path Wealth Partners, LLC
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TFC Financial Management
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
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|
Tsfg, Llc
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
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|
Convergence Investment Partners, LLC
|
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Empowered Funds, LLC
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
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|
First National Bank Of Omaha
|
|
|
|
|
|
Waterloo Capital, L.P.
|
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|
|
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|
Rossby Financial, LCC
|
|
|
|
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|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
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|
Aquatic Capital Management LLC
|
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|
Hemington Wealth Management
|
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MJT & Associates Financial Advisory Group, Inc.
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
SlateStone Wealth, LLC
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
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|
Amalgamated Bank
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
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|
Xponance, Inc.
|
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|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
CIBC World Markets Inc.
|
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|
Tobam
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
AlphaStar Capital Management, LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
Mattern Wealth Management LLC
|
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
|
Van Eck Associates Corp
|
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|
Wallace Advisory Group, LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Kesler, Norman & Wride, LLC
|
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|
Monarch Capital Management Inc/
|
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Legacy Financial Strategies, LLC
|
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|
Paragon Advisors, LLC
|
|
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|
Private Wealth Asset Management, LLC
|
|
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|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
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|
Rathbone Brothers plc
|
|
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|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
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|
|
Quarry LP
|
|
|
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|
King Luther Capital Management Corp
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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KC Investment Advisors, LLC
|
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|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
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|
Chilton Investment Co Llc
|
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|
CNB Bank
|
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|
Sound Income Strategies, LLC
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Sequoia Financial Advisors, LLC
|
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|
ProShare Advisors LLC
|
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|
Federated Hermes, Inc.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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|
|
|
Principal Securities, Inc.
|
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|
Amundi
|
|
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Concord Wealth Partners
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
Journey Advisory Group, LLC
|
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|
Evolution Advisers, Inc.
|
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Rsm Us Wealth Management Llc
|
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Stewardship Advisors, LLC
|
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AMG National Trust Bank
|
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SOUTH STATE Corp
|
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Cibc World Markets Corp
|
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Lynch & Associates/in
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Nissay Asset Management Corp /japan/ /adv
|
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Great West Life Assurance Co /can/
|
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RIA Advisory Group LLC
|
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
Macquarie Group Ltd
|
|
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|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
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|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Capital Advisors Wealth Management, LLC
|
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|
Stonegate Investment Group, LLC
|
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Wood Tarver Financial Group, LLC
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
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|
Peoples Bank /oh
|
|
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|
Boreal Capital Management LLC
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
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|
S-Bank Fund Management Ltd
|
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Rosenblum Silverman Sutton S F Inc /ca
|
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First American Bank
|
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Wealthfront Advisers Llc
|
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
|
Heritage Wealth Advisors
|
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|
Colonial Trust Advisors
|
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|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Avanza Fonder AB
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
MGB Wealth Management, LLC
|
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|
Independent Advisor Alliance
|
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Dakota Wealth Management
|
|
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Johnson Financial Group, Inc.
|
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|
Pekin Hardy Strauss, Inc.
|
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Zacks Investment Management
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
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|
Pingora Partners LLC
|
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|
Busey Wealth Management
|
|
|
|
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|
Simon Quick Advisors, Llc
|
|
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|
Eads & Heald Wealth Management
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Scalar Gauge Management, Llc
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
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|
Bullseye Investment Management, LLC
|
|
|
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|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
|
Arete Wealth Advisors, LLC
|
|
|
|
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
|
|
Swedbank AB
|
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
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|
|
Gladstone Institutional Advisory LLC
|
|
|
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|
Prescott Group Capital Management, L.l.c.
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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|
Park Avenue Securities Llc
|
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Hantz Financial Services, Inc.
|
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Assenagon Asset Management S.A.
|
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Cim, Llc
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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|
Dogwood Wealth Management LLC
|
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Monaco Asset Management SAM
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
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|
Rialto Wealth Management, LLC
|
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Advisors Asset Management, Inc.
|
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Milestone Asset Management, Llc
|
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Dark Forest Capital Management Lp
|
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Marcum Wealth, LLC
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Colonial Trust Co / SC
|
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Td Asset Management Inc
|
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Rosenberg Matthew Hamilton
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Fiduciary Trust Co
|
|
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TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Motco
|
|
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|
Cape Investment Advisory, Inc.
|
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Portland Global Advisors LLC
|
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Credential Qtrade Securities Inc.
|
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Sonoma Private Wealth LLC
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Novak & Powell Financial Services, Inc.
|
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GAMMA Investing LLC
|
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Covestor Ltd
|
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Soltis Investment Advisors LLC
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
Jane Street Group, Llc
|
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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|
Virginia Retirement Systems Et Al
|
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Smith Shellnut Wilson Llc /adv
|
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Jacobi Capital Management LLC
|
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Adage Capital Partners Gp, L.l.c.
|
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CIBC Private Wealth Group, LLC
|
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|
Jones Financial Companies Lllp
|
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Vident Advisory, LLC
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Rothschild Investment Llc
|
|
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|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
|
Abound Wealth Management
|
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|
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|
|
Cabot Wealth Management Inc
|
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|
KPP Advisory Services LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
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|
Canopy Partners, LLC
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
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|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
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|
|
|
Daymark Wealth Partners, Llc
|
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|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
VanWeelden Wealth Management, LLC
|
|
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|
|
Wetherby Asset Management Inc
|
|
|
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|
|
Kornitzer Capital Management Inc /ks
|
|
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|
Childress Capital Advisors, Llc
|
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|
|
Prime Capital Investment Advisors, LLC
|
|
|
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|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
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|
|
Ewa, Llc
|
|
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|
|
Bank Of America Corp /de/
|
|
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|
Russell Investments Group, Ltd.
|
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|
GHP Investment Advisors, Inc.
|
|
|
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|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
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|
Outlook Wealth Advisors, LLC
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Plum Street Advisors, LLC
|
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|
Impax Asset Management Group plc
|
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|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Red Cedar Investment Management, Llc
|
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|
Journey Strategic Wealth Llc
|
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Grove Bank & Trust
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Jag Capital Management, Llc
|
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|
Arcadia Investment Management Corp/mi
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Private Advisor Group, LLC
|
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Centricity Wealth Management, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Harbour Investments, Inc.
|
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Copeland Capital Management, LLC
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
Congress Wealth Management LLC / DE /
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STRV - EA Series Trust - Strive 500 ETF
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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Segment Wealth Management, LLC
|
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|
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|
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Turning Point Benefit Group, Inc.
|
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Key FInancial Inc
|
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Crew Capital Management, Ltd.
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
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|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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Northwestern Mutual Investment Management Company, Llc
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
SRS Capital Advisors, Inc.
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
Invesco Qqq Trust, Series 1
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Gradient Investments LLC
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|
EHP Funds Inc.
|
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Centennial Wealth Advisory LLC
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Beacon Pointe Advisors, LLC
|
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Pinnacle Associates Ltd
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Mackenzie Financial Corp
|
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Syon Capital Llc
|
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Meridian Wealth Management, LLC
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Convergence Financial, LLC
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Continuum Advisory, LLC
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Manufacturers Life Insurance Company, The
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Abc Arbitrage Sa
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
Mizuho Securities Usa Llc
|
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McAdam, LLC
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|
W.H. Cornerstone Investments Inc.
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Horan Securities, Inc.
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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LPL Financial LLC
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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Legacy Capital Group California, Inc.
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Hm Payson & Co
|
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Mcdaniel Terry & Co
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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|
Greenleaf Trust
|
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|
Sheaff Brock Investment Advisors, LLC
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
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|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
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|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
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|
Altshuler Shaham Ltd
|
|
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|
|
Anfield Capital Management, LLC
|
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|
CWA Asset Management Group, LLC
|
|
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|
Treasurer of the State of North Carolina
|
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|
Carnegie Capital Asset Management, LLC
|
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|
International Assets Investment Management, Llc
|
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|
Angeles Wealth Management, Llc
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
Atomi Financial Group, Inc.
|
|
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|
|
Gries Financial Llc
|
|
|
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|
Virtue Capital Management, LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
|
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|
Lbmc Investment Advisors, Llc
|
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|
Td Private Client Wealth Llc
|
|
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|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
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|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
AMID - EA Series Trust - Argent Mid Cap ETF
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Verde Capital Management
|
|
|
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Midland Wealth Advisors Llc
|
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CWM Advisors, LLC
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Formidable Asset Management, LLC
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Stansberry Asset Management, Llc
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Advisory Alpha, LLC
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
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|
Capital Investment Advisors, LLC
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Change Path, LLC
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
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|
Toronto Dominion Bank
|
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|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
Royal Bank Of Canada
|
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|
Donaldson Capital Management, Llc
|
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Mv Capital Management, Inc.
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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Acadian Asset Management Llc
|
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Cove Street Capital, LLC
|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
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KBC Group NV
|
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Drive Wealth Management, Llc
|
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Financial Management Professionals, Inc.
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VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
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St Germain D J Co Inc
|
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|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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Advisor Group Holdings, Inc.
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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|
Bank of Jackson Hole Trust
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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Gateway Investment Advisers Llc
|
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Kathmere Capital Management, LLC
|
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Police & Firemen's Retirement System of New Jersey
|
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Five Oceans Advisors
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
F/M Investments LLC
|
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|
Hanson & Doremus Investment Management
|
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Lockerman Financial Group, Inc.
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AlphaCore Capital LLC
|
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Hazlett, Burt & Watson, Inc.
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Hartford Investment Management Co
|
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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Hilltop Holdings Inc.
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Alberta Investment Management Corp
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Quartz Partners, LLC
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Dorsey & Whitney Trust CO LLC
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New Mexico Educational Retirement Board
|
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Banque Pictet & Cie Sa
|
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First Manhattan Co
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Financial Network Wealth Advisors LLC
|
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Wolverine Trading, Llc
|
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GM Advisory Group, Inc.
|
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Alkeon Capital Management Llc
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Shell Asset Management Co
|
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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|
Integrity Alliance, Llc.
|
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VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
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|
Dodge & Cox
|
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Baron Silver Stevens Financial Advisors, Llc
|
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Centennial Bank/AR/
|
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Cynosure Management, Llc
|
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
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|
EntryPoint Capital, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
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|
|
|
|
New Age Alpha Advisors, LLC
|
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|
|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
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|
|
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|
Railway Pension Investments Ltd
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
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|
Twelve Points Wealth Management LLC
|
|
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|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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|
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|
Vestcor Inc
|
|
|
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|
Field & Main Bank
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
Caldwell Trust Co
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
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DT Investment Partners, LLC
|
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Ieq Capital, Llc
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
|
|
|
Mml Investors Services, Llc
|
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|
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|
Swiss National Bank
|
|
|
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|
Lido Advisors, LLC
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Great Lakes Retirement, Inc.
|
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Maryland State Retirement & Pension System
|
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Truvestments Capital Llc
|
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Raleigh Capital Management Inc.
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Marsico Capital Management Llc
|
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|
Carderock Capital Management Inc
|
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|
MetLife Investment Management, LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
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|
S&t Bank/pa
|
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|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
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|
Everett Harris & Co /ca/
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
Qrg Capital Management, Inc.
|
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|
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|
Nbc Securities, Inc.
|
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|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
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|
Kentucky Retirement Systems
|
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|
Moors & Cabot, Inc.
|
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|
Metis Global Partners, LLC
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
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|
Alan B. Lancz & Associates, Inc.
|
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|
Financial Engines Advisors L.L.C.
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
Alpine Woods Capital Investors, Llc
|
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|
LWM Advisory Services, LLC
|
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|
Ambassador Advisors, LLC
|
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FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
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|
Oxford Asset Management Llp
|
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|
Alhambra Investment Partners LLC
|
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|
Lake Hills Wealth Management, LLC
|
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|
Trust Co Of Vermont
|
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Clare Market Investments LLC
|
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|
National Wealth Management Group, LLC
|
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|
Winslow Capital Management, LLC
|
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|
Twinbeech Capital Lp
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
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|
Williams Jones Wealth Management, LLC.
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
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|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
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|
|
|
Entropy Technologies, LP
|
|
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|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
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|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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D.a. Davidson & Co.
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Hsbc Holdings Plc
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Dearborn Partners Llc
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Mirae Asset Global Investments Co., Ltd.
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
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First National Advisers, LLC
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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Patron Partners Advisors, Llc
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Toroso Investments, LLC
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Regions Financial Corp
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Zevenbergen Capital Investments Llc
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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Tortoise Investment Management, LLC
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Tiaa Trust, National Association
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Voya Global Advantage & Premium Opportunity Fund
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Alps Advisors Inc
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Destination Wealth Management
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
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National Asset Management, Inc.
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
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CBIZ Investment Advisory Services, LLC
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Tritonpoint Wealth, Llc
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Park Square Financial Group, LLC
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Summit Trail Advisors, Llc
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Sig Brokerage, Lp
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Avantax Advisory Services, Inc.
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State of Alaska, Department of Revenue
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E Fund Management (Hong Kong) Co., Ltd.
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Bensler, LLC
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Pacer Advisors, Inc.
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Keel Point, LLC
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Crestwood Advisors Group LLC
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Verition Fund Management LLC
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Winthrop Capital Management, LLC
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Pinnacle Bancorp, Inc.
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Schroder Investment Management Group
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Asset Management One Co., Ltd.
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Howland Capital Management Llc
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Alpha Family Trust
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Limestone Investment Advisors LP
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National Pension Service
|
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Public Employees Retirement Association Of Colorado
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GWM Advisors LLC
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Falcon Wealth Planning
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TimesSquare Capital Management, LLC
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Plato Investment Management Ltd
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Two Sigma Securities, Llc
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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Twin Peaks Wealth Advisors, LLC
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Financial Advisory Service, Inc.
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Moran Wealth Management, LLC
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Signature Estate & Investment Advisors Llc
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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High Note Wealth, LLC
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Investment Advisory Services Inc /tx /adv
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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Prosperity Consulting Group, LLC
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CLARET ASSET MANAGEMENT Corp
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J.w. Cole Advisors, Inc.
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Net Worth Advisory Group
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Pinnacle Financial Partners Inc
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Nuveen, LLC
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Latitude Advisors, LLC
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LS Investment Advisors, LLC
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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Charles Schwab Trust Co
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TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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Raymond James Financial Inc
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
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PUREfi Wealth, LLC
|
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VAPPX - VALIC Co I - Capital Appreciation Fund
|
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Wealth Advisory Solutions, LLC
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Patriot Financial Group Insurance Agency, LLC
|
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
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True Wealth Design, LLC
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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Moody National Bank Trust Division
|
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Susquehanna Fundamental Investments, Llc
|
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Sciencast Management LP
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Settian Capital LP
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Stegent Equity Advisors, Inc.
|
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|
Tower Research Capital LLC (TRC)
|
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|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
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|
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|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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|
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|
|
Accredited Investors Inc.
|
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|
Daiwa Securities Group Inc.
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Arlington Trust Co LLC
|
|
|
|
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|
Janus Henderson Group Plc
|
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|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
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|
Gf Fund Management Co. Ltd.
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Creekmur Asset Management LLC
|
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|
Aspect Partners, LLC
|
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|
Old National Bancorp /in/
|
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|
Lindbrook Capital, Llc
|
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|
Independent Wealth Network Inc.
|
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Wealthquest Corp
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
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|
Brevan Howard Capital Management LP
|
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|
Peapack Gladstone Financial Corp
|
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|
OneAscent Financial Services LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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|
Miracle Mile Advisors, LLC
|
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|
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
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|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
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|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
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|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
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|
|
TFB Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Oribel Capital Management, LP
|
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|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
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|
|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
Peak6 Llc
|
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|
Warren Averett Asset Management, LLC
|
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|
Two Sigma Investments, Lp
|
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|
Glen Eagle Advisors, LLC
|
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|
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|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
|
|
|
Wellington Shields & Co., LLC
|
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|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
