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Picton Mahoney Asset Management
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Dai-Ichi Life Insurance Company, Ltd
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UBS Group AG
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Washington Trust Advisors, Inc.
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
American National Bank
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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BSN Capital Partners Ltd
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Bretton Capital Management, LLC
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Geo Capital Gestora de Recursos Ltd
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Cable Hill Partners, LLC
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|
Royal Bank Of Canada
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Strategic Wealth Partners, Ltd.
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Prime Capital Investment Advisors, LLC
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United Community Bank
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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|
Mv Capital Management, Inc.
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Promethium Advisors,llc
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Valeo Financial Advisors, LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Asset Dedication, LLC
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|
Aquamarine Zurich AG
|
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Applied Capital LLC/FL
|
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Ameritas Advisory Services, LLC
|
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Voloridge Investment Management, Llc
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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Ing Groep Nv
|
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Principal Financial Group Inc
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Commonwealth Equity Services, Llc
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DDD Partners, LLC
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Police & Firemen's Retirement System of New Jersey
|
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Liontrust Investment Partners LLP
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Select Equity Group, L.P.
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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Allianzgi Diversified Income & Convertible Fund
|
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Engineers Gate Manager LP
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Archer Investment Corp
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Price T Rowe Associates Inc /md/
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
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Commerzbank Aktiengesellschaft /fi
|
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Kentucky Retirement Systems
|
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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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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
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Valley National Advisers Inc
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Benin Management CORP
|
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Virtus ETF Advisers LLC
|
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Sharkey, Howes & Javer
|
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Fiduciary Financial Group, Llc
|
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MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
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|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Chesapeake Wealth Management
|
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|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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Caisse De Depot Et Placement Du Quebec
|
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Frazier Financial Advisors, LLC
|
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Dimension Capital Management Llc
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
HighTower Advisors, LLC
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
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|
Harbour Investments, Inc.
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
Onefund, Llc
|
|
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|
Marsico Capital Management Llc
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
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|
Panagora Asset Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
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|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
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|
|
Inkwell Capital Llc
|
|
|
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|
|
West Family Investments, Inc.
|
|
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|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Altarock Partners Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Windmill Hill Asset Management Ltd
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Lansing Management LP
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Westerkirk Capital Inc.
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Natixis
|
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Equitable Holdings, Inc.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
JustInvest LLC
|
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|
Two Sigma Investments, Lp
|
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Foundations Investment Advisors, LLC
|
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Concurrent Investment Advisors, LLC
|
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|
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|
Exchange Capital Management, Inc.
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
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|
Summit Global Investments
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
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|
Tema Etfs Llc
|
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Cornerstone Total Return Fund Inc
|
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|
Federated Hermes, Inc.
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Cozad Asset Management Inc
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Naples Global Advisors, Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
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|
Employees Retirement System of Texas
|
|
|
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Bay Harbor Wealth Management, LLC
|
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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Simmons Bank
|
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|
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Stance Capital Llc
|
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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Signaturefd, Llc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
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|
Prescott Group Capital Management, L.l.c.
|
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Kerusso Capital Management LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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TD Capital Management LLC
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Pictet & Cie (Europe) SA
|
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Capital Group Private Client Services, Inc.
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Erste Asset Management GmbH
|
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Murphy & Mullick Capital Management Corp
|
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Greenleaf Trust
|
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Blue Fin Capital, Inc.
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
Jfs Wealth Advisors, Llc
|
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Bessemer Group Inc
|
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Cynosure Management, Llc
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Howard Capital Management Inc.
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
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|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
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|
Commerce Bank
|
|
|
|
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Private Trust Co Na
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Atom Investors LP
|
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|
|
Bare Financial Services, Inc
|
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Institute for Wealth Management, LLC.
|
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
CMH Wealth Management LLC
|
|
|
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|
|
Hilltop National Bank
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
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|
Mackenzie Financial Corp
|
|
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|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
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|
|
Waldron Private Wealth LLC
|
|
|
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|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
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|
|
KP Management LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Windacre Partnership Llc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
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|
|
GKV Capital Management Co., Inc.
|
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|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
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|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
|
|
|
Troy Asset Management Ltd
|
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|
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|
|
Geode Capital Management, Llc
|
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|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Oxbow Advisors, LLC
|
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|
Harbor Capital Advisors, Inc.
|
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Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
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|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
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|
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|
HCR Wealth Advisors
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Montag A & Associates Inc
|
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|
Vanguard Group Inc
|
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|
Wayfinding Financial, LLC
|
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Hilltop Holdings Inc.
|
|
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|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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|
Simplex Trading, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
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|
|
Global X Japan Co., Ltd.
|
|
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|
|
City State Bank
|
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Matrix Trust Co
|
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|
Rossmore Private Capital
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
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|
Allianz Asset Management GmbH
|
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|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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|
Penserra Capital Management LLC
|
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Boltwood Capital Management
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
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|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
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|
|
Merit Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
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|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
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|
|
Maverick Capital Ltd
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
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|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
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|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
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|
Sagespring Wealth Partners, Llc
|
|
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
|
|
|
Little House Capital Llc
|
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|
Glen Eagle Advisors, LLC
|
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|
Blue Zone Wealth Advisors, LLC
|
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|
Congress Asset Management Co /ma
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Dimensional Fund Advisors Lp
|
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|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
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|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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|
Harbor Investment Advisory, Llc
|
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|
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Azzad Asset Management Inc /adv
|
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Park Edge Advisors, LLC
|
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Pictet Asset Management Holding SA
|
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Sciencast Management LP
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
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|
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|
Pnc Financial Services Group, Inc.
|
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Aqr Capital Management Llc
|
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Mount Yale Investment Advisors, LLC
|
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Marshfield Associates
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
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|
|
Bayforest Capital Ltd
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
PFG Advisors
|
|
|
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|
|
Credit Agricole S A
|
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|
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J2 Capital Management Inc
|
|
|
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|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Latash Investments, LLC
|
|
|
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|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
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|
PDS Planning, Inc
|
|
|
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|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
|
11 Capital Partners LP
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
Cetera Investment Advisers
|
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Busey Wealth Management
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
|
|
|
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|
Kestra Investment Management, LLC
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
AlTi Global, Inc.
|
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|
BRX Global LP
|
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|
Rialto Wealth Management, LLC
|
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|
Prestige Wealth Management Group LLC
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Wulff, Hansen & Co.
|
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|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
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|
Buckingham Strategic Partners
|
|
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|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
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|
|
Citizens Financial Group Inc/ri
|
|
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|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Alapocas Investment Partners, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
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|
Van Strum & Towne Inc.
|
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|
Dodge & Cox
|
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|
Legal & General Group Plc
|
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|
Eastern Bank
|
|
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|
Clifford Swan Investment Counsel Llc
|
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|
CBOE Vest Financial, LLC
|
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|
Empower Advisory Group, LLC
|
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|
|
iA Global Asset Management Inc.
|
|
|
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|
|
Tricadia Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
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|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
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|
|
Clean Yield Group
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
XXEC, Inc.
|
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|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Mml Investors Services, Llc
|
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|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
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|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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|
Generali Asset Management SPA SGR
|
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|
Aull & Monroe Investment Management Corp
|
|
|
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|
Fielder Capital Group LLC
|
|
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|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
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|
|
Sei Investments Co
|
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|
Castle Rock Wealth Management, LLC
|
|
|
|
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|
Td Private Client Wealth Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
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|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
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|
Oppenheimer Asset Management Inc.
|
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Profunds - Profund Vp Bull
|
|
|
|
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|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Triple Frond Partners LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Glenview Trust Co
|
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|
Chicago Partners Investment Group LLC
|
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White Pine Capital Llc
|
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DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
Arete Wealth Advisors, LLC
|
|
|
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|
Cerity Partners LLC
|
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Patriot Investment Management Inc.
|
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|
Endowment Wealth Management, Inc.
|
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Crossmark ETF Trust - Crossmark Large Cap Growth ETF
|
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|
George Kaiser Family Foundation
|
|
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|
|
|
Sivia Capital Partners, LLC
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
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|
Aegon Asset Management Uk Plc
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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|
|
|
|
Artemis Investment Management LLP
|
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|
Cornercap Investment Counsel Inc
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Kathleen S. Wright Associates Inc.
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
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|
BlackRock, Inc.
|
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|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Ronald Blue Trust, Inc.
|
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J.w. Cole Advisors, Inc.
|
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Rings Capital Management LLC
|
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Private Advisor Group, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Pilgrim Partners Asia Pte Ltd
|
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Legacy Capital Group California, Inc.
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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DAVENPORT & Co LLC
|
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|
Putnam Fl Investment Management Co
|
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Avanza Fonder AB
|
|
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|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
CAPROCK Group, Inc.
|
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|
Scotia Capital Inc.
|
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Klingman & Associates, LLC
|
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MONECO Advisors, LLC
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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King Luther Capital Management Corp
|
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Brasada Capital Management, Lp
|
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Public Employees Retirement System Of Ohio
|
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|
Patton Fund Management, Inc.
|
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CIBC Asset Management Inc
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
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|
|
Allworth Financial LP
|
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|
Ingalls & Snyder Llc
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
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|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
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|
Resonant Capital Advisors, LLC
|
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Ted Buchan & Co
|
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Golden State Equity Partners
|
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Cigna Investments Inc /new
|
|
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First Horizon Advisors, Inc.
|
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MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
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|
Stableford Capital Ii Llc
|
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|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
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|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
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|
Silvercrest Asset Management Group Llc
|
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|
Connable Office Inc
|
|
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|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
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|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Square Wave Capital, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Square Wave Partners, L.P.
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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|
Ninety One UK Ltd
|
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Perigon Wealth Management, LLC
|
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Stanley Capital Management, LLC
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
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|
Td Asset Management Inc
|
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|
Prana Capital Management, LP
|
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|
Synovus Financial Corp
|
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|
Astoria Portfolio Advisors LLC.
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
Genus Capital Management Inc.
|
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|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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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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E. Ohman J:or Asset Management AB
|
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Cornerstone Advisory, LLC
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
PFS Partners, LLC
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
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|
Bell Investment Advisors, Inc
|
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|
HB Wealth Management, LLC
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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D'Orazio & Associates, Inc.
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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WealthTrak Capital Management LLC
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Howe & Rusling Inc
|
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Intact Investment Management Inc.
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Promus Capital, LLC
|
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IMS Capital Management
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
Advisors Capital Management, LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Sepio Capital, LP
|
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Pinnacle Associates Ltd
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Shell Asset Management Co
|
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Bokf, Na
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Accretive Wealth Partners, LLC
|
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|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
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|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Nvwm, Llc
|
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GeoWealth Management, LLC
|
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Ycg, Llc
|
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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|
Addison Advisors LLC
|
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Royal London Asset Management Ltd
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Cobblestone Capital Advisors Llc /ny/
|
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Kovitz Investment Group Partners, LLC
|
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Gilbert & Cook, Inc.
|
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|
Gateway Investment Advisers Llc
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
ORG Partners LLC
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
Blair William & Co/il
|
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|
Accurate Wealth Management, LLC
|
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|
LPL Financial LLC
|
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IFM Investors Pty Ltd
|
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Group One Trading, L.p.
|
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D.B. Root & Company, LLC
|
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Varma Mutual Pension Insurance Co
|
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ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
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|
|
Evermay Wealth Management Llc
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
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|
|
Forum Financial Management, LP
|
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|
LGT Group Foundation
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Valley Forge Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
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|
|
Akre Capital Management Llc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
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|
Hartford Investment Management Co
|
|
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|
Cantillon Capital Management Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Bluegrass Capital Partners LP
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Hillhouse Capital Advisors, Ltd.
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
Evergreen Quality Fund GP, Ltd.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
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|
|
Adage Capital Partners Gp, L.l.c.
|
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|
Crawford Investment Counsel Inc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
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|
|
Graypoint LLC
|
|
|
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|
Oribel Capital Management, LP
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
|
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|
Warren Averett Asset Management, LLC
|
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|
Bnp Paribas
|
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|
Vestcor Inc
|
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Dohj, Llc
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
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|
Pelham Capital Ltd.
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Nisa Investment Advisors, Llc
|
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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|
Sowell Financial Services LLC
|
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|
New York State Common Retirement Fund
|
|
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|
Penobscot Investment Management Company, Inc.
|
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Simplicity Wealth,LLC
|
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GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
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|
StonePine Asset Management Inc.
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Brave Asset Management Inc
|
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AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
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|
Saturna Capital CORP
|
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Vontobel Holding Ltd.
|
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Advisory Alpha, LLC
|
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Ballast Advisors Llc
|
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
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Baird Financial Group, Inc.
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Neo Ivy Capital Management
|
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North Star Investment Management Corp.
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Lmcg Investments, Llc
|
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Burns Matteson Capital Management, LLC
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
Transamerica Financial Advisors, Inc.
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Y.D. More Investments Ltd
|
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Fayez Sarofim & Co
|
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GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
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Arrow Capital Pty Ltd
|
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YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
IMA Wealth, Inc.
|
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Parallel Advisors, LLC
|
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Mystic Asset Management, Inc.
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Abn Amro Investment Solutions
|
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Midwest Professional Planners, LTD.
|
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State of Alaska, Department of Revenue
|
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Transcend Wealth Collective, Llc
|
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Sage Mountain Advisors LLC
|
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Avantax Advisory Services, Inc.
|
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BlueSpruce Investments, LP
|
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Walleye Capital LLC
|
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Wellington Management Group Llp
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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|
MAI Capital Management
|
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Baker Tilly Financial, Llc
|
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LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
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Albion Financial Group /ut
|
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Brookstone Capital Management
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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Davidson Trust Co
|
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|
Rossby Financial, LCC
|
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|
JNBA Financial Advisors
|
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Western Wealth Management, LLC
|
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FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
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|
Proathlete Wealth Management Llc
|
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|
Itau Unibanco Holding S.A.
|
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APG Asset Management N.V.
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
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|
|
State Street Corp
|
|
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|
Resona Asset Management Co.,Ltd.
|
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Lord, Abbett & Co. Llc
|
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|
Evelyn Partners Investment Management LLP
|
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Ako Capital Llp
|
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|
Northwestern Mutual Wealth Management Co
|
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|
London & Capital Asset Management Ltd
|
|
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|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
TRB Advisors LP
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
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|
|
|
Avalon Trust Co
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Chou Associates Management Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Bares Capital Management, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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Mizuho Securities Usa Llc
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Mitsubishi UFJ Trust & Banking Corp
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Values Added Financial LLC
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Caledonia Investments Plc
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Prospera Financial Services Inc
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RedJay Asset Management Inc.
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Colony Group, LLC
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Standard Life Aberdeen plc
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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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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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BSW Wealth Partners
|
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TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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Ibex Wealth Advisors
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Intech Investment Management Llc
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Grove Bank & Trust
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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Skandinaviska Enskilda Banken AB (publ)
|
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Pacific Center for Financial Services
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First National Bank Of Omaha
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HWG Holdings LP
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
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Twin Tree Management, LP
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Core Alternative Capital
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Bristol John W & Co Inc /ny/
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Caxton Associates Llp
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Agf Management Ltd
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Cary Street Partner Investment Advisory Llc
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Gts Securities Llc
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J. W. Coons Advisors, LLC
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Wells Fargo & Company/mn
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Catalyst Financial Partners Llc
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Round Hill Asset Management
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Fiera Capital Corp
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Plotkin Financial Advisors, LLC
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Kirtland Hills Capital Management, Llc
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Cypress Capital Group
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Hantz Financial Services, Inc.
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Great Valley Advisor Group, Inc.
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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Howard Hughes Medical Institute
|
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EWG Elevate Inc.
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AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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Congress Wealth Management LLC / DE /
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Chronos Wealth Management, LLC
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Financial Network Wealth Advisors LLC
|
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TCI Wealth Advisors, Inc.
|
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Wetherby Asset Management Inc
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Bls Capital Fondsmaeglerselskab A/s
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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Frank, Rimerman Advisors LLC
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Empirical Finance, LLC
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Charter Trust Co
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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RFG Advisory, LLC
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Yacktman Asset Management Lp
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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|
Premier Path Wealth Partners, LLC
|
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Bowie Capital Management, LLC
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Czech National Bank
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Ellevest, Inc.
|
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Stifel Financial Corp
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Fidelis Capital Partners, LLC
|
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|
Rational Advisors Llc
|
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|
Crews Bank & Trust
|
|
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|
SkyView Investment Advisors, LLC
|
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|
TCI Fund Management Ltd
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
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|
|
Norges Bank
|
|
|
|
|
|
Hikari Power Ltd
|
|
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|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
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|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
|
Resources Management Corp /ct/ /adv
|
|
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|
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|
Twin Peaks Wealth Advisors, LLC
|
|
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|
|
|
Syon Capital Llc
|
|
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|
|
Bridgewater Advisors Inc.
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
