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Heritage Family Offices, LLP
|
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OneAscent Financial Services LLC
|
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FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
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|
Snowden Capital Advisors LLC
|
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|
Intellectus Partners, LLC
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|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
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|
Ci Investments Inc.
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Avant Financial Advisors LLC
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BRYN MAWR TRUST Co
|
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TFC Financial Management
|
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
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Raleigh Capital Management Inc.
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Connable Office Inc
|
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American Trust
|
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
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|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
Martin & Co Inc /tn/
|
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Gsa Capital Partners Llp
|
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CENTRAL TRUST Co
|
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Allianzgi Diversified Income & Convertible Fund
|
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|
Successful Portfolios LLC
|
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|
Evoke Wealth, Llc
|
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Arizona State Retirement System
|
|
|
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|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
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|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Acadian Asset Management Llc
|
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Flagship Harbor Advisors, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
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|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
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UBS Group AG
|
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Dorsey Wright & Associates
|
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Union Bancaire Privee, UBP SA
|
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First Horizon Advisors, Inc.
|
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Nilsine Partners, LLC
|
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Austin Private Wealth, LLC
|
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49 Wealth Management, Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Guardian Wealth Advisors, Llc / Nc
|
|
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|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
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|
|
Renaissance Group Llc
|
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Atticus Wealth Management, Llc
|
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Wedmont Private Capital
|
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Profunds - Profund Vp Bull
|
|
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|
MPS Loria Financial Planners, LLC
|
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|
Pathstone Holdings, LLC
|
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|
Vestor Capital, Llc
|
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|
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|
Supplemental Annuity Collective Trust of NJ
|
|
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|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
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|
|
Invesco Ltd.
|
|
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|
Marquette Asset Management, LLC
|
|
|
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|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Glenview Capital Management, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Modera Wealth Management, LLC
|
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Caitong International Asset Management Co., Ltd
|
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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|
Quest Partners LLC
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
IAM Advisory, LLC
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|
Checchi Capital Advisers, LLC
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|
Whipplewood Advisors, LLC
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Rathbone Brothers plc
|
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United Asset Strategies, Inc.
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King Luther Capital Management Corp
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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|
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|
|
One Capital Management, LLC
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|
Gryphon Financial Partners LLC
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Maia Wealth LLC
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Western Wealth Management, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
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Achmea Investment Management B.V.
|
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Bruce G. Allen Investments, LLC
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Van Hulzen Asset Management, LLC
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Wood Tarver Financial Group, LLC
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Regent Peak Wealth Advisors LLC
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Rothschild Investment Llc
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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ZEGA Investments, LLC
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LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
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Rossby Financial, LCC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Cresset Asset Management, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Gabelli Funds Llc
|
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Bank Of Stockton
|
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Red Cedar Investment Management, Llc
|
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Ameliora Wealth Management Ltd.
|
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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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|
Rakuten Securities, Inc.
|
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Bridgeway Capital Management Inc
|
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Badgley Phelps Wealth Managers, LLC
|
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MGB Wealth Management, LLC
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Orion Capital Management LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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Schwarz Dygos Wheeler Investment Advisors Llc
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Hilltop National Bank
|
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Nbc Securities, Inc.
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GWM Advisors LLC
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Frank, Rimerman Advisors LLC
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Genesis Private Wealth, Llc
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Boston Trust Walden Corp
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CHURCHILL MANAGEMENT Corp
|
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Swedbank AB
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Delta Asset Management Llc/tn
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Safe Harbor Fiduciary, LLC
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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Empower Advisory Group, LLC
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Inceptionr Llc
|
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Range Financial Group LLC
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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3Chopt Investment Partners, LLC
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Wellington Shields & Co., LLC
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Marathon Strategic Advisors, LLC
|
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Gitterman Wealth Management, LLC
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Dai-Ichi Life Insurance Company, Ltd
|
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|
Diversify Advisory Services, LLC
|
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Pallas Capital Advisors LLC
|
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|
North Capital, Inc.
|
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Qube Research & Technologies Ltd
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Kathmere Capital Management, LLC
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Keybank National Association/oh
|
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|
Ostrum Asset Management
|
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Oribel Capital Management, LP
|
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|
Kapstone Financial Advisors LLC
|
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|
CWA Asset Management Group, LLC
|
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|
Glenmede Trust Co Na
|
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Dunhill Financial, LLC
|
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L2 Asset Management, LLC
|
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Berkshire Asset Management Llc/pa
|
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Retirement Systems of Alabama
|
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Chicago Partners Investment Group LLC
|
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Atlantic Trust, LLC
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
Access Investment Management LLC
|
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|
Wbi Investments, Inc.
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
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|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
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|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
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|
|
Investment Partners, Ltd.
|
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|
|
Stock Yards Bank & Trust Co
|
|
|
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|
|
Fiera Capital Corp
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Avidity Partners Management LP
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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|
Toth Financial Advisory Corp
|
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GeoWealth Management, LLC
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Signet Financial Management, Llc
|
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Stockman Wealth Management, Inc.
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|
SGL Investment Advisors, Inc.
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|
Mariner, LLC
|
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|
Hartland & Co., LLC
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Davis R M Inc
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Wd Rutherford Llc
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Abound Wealth Management
|
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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|
Dagco, Inc.
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|
Seizert Capital Partners, Llc
|
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J.w. Cole Advisors, Inc.
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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Alerus Financial Na
|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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|
Brentview Investment Management LLC
|
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JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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Nissay Asset Management Corp /japan/ /adv
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
Franklin Resources Inc
|
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|
LM Advisors LLC
|
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Carolina Wealth Advisors, LLC
|
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Quarry LP
|
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First City Capital Management, Inc.
|
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
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Hummer Financial Advisory Services Inc
|
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|
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|
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Godsey & Gibb Associates
|
|
|
|
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
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|
Man Group plc
|
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Kingsview Wealth Management, LLC
|
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Vaughan David Investments Inc/il
|
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Renaissance Technologies Llc
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
Syverson Strege & Co
|
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|
Humankind Investments LLC
|
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Fiduciary Family Office, Llc
|
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Mercer Global Advisors Inc /adv
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Graham Capital Management, L.P.
|
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TD Waterhouse Canada Inc.
|
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Arrowstreet Capital, Limited Partnership
|
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IFG Advisory, LLC
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
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|
Garrett Investment Advisors LLC
|
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|
FIL Ltd
|
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Mpwm Advisory Solutions, Llc
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
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|
|
Mutual Advisors, LLC
|
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|
TruWealth Advisors, LLC
|
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Chase Investment Counsel Corp
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
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|
|
Profunds - Profund Vp Large-cap Value
|
|
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|
Key FInancial Inc
|
|
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First Pacific Financial
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
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|
Heritage Investors Management Corp
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
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|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
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|
|
UniSuper Management Pty Ltd
|
|
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|
Mission Creek Capital Partners, Inc.
|
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|
|
Wills Financial Group LLC
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
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|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
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|
|
Raymond James Financial Inc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
SurgoCap Partners LP
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Cobblestone Asset Management LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
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180 Wealth Advisors, Llc
|
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Pure Financial Advisors, Inc.
|
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Cyndeo Wealth Partners, LLC
|
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|
Beaumont Financial Advisors, LLC
|
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|
Creative Capital Management Investments LLC
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
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|
Tectonic Advisors Llc
|
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|
Golden State Equity Partners
|
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Founders Capital Management, Llc
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Vestcor Inc
|
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Hartford Investment Management Co
|
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Convergence Investment Partners, LLC
|
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Resona Asset Management Co.,Ltd.
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
BLB&B Advisors, LLC
|
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|
|
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|
Leo Wealth, LLC
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
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FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
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|
Clear Harbor Asset Management, LLC
|
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Pflug Koory, LLC
|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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Marex Group plc
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
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|
Occidental Asset Management, LLC
|
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CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Mirae Asset Global Investments Co., Ltd.
|
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VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
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|
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FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
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|
OxenFree Capital LLC
|
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Gateway Investment Advisers Llc
|
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Tsfg, Llc
|
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Mn Services Vermogensbeheer B.V.
|
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Walleye Capital LLC
|
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|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
waypoint wealth counsel
|
|
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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|
Parkside Financial Bank & Trust
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Quad-Cities Investment Group, LLC
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Quent Capital, LLC
|
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|
De Burlo Group Inc
|
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|
Johnson Financial Group, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
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|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
AlphaCore Capital LLC
|
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|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
Pandora Wealth, Inc.
|
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|
|
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|
Creative Planning
|
|
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|
MorganRosel Wealth Management, LLC
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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|
Westover Capital Advisors, LLC
|
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Alpine Woods Capital Investors, Llc
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
Hilltop Holdings Inc.
|
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|
IFC Advisors LLC
|
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|
One Degree Advisors Inc
|
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Beacon Financial Group
|
|
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|
Banque Cantonale Vaudoise
|
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|
Eley Financial Management, Inc
|
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EntryPoint Capital, LLC
|
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|
Piscataqua Savings Bank
|
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|
Unigestion Holding SA
|
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Cunning Capital Partners, LP
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Parkman Healthcare Partners LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
|
ASR Vermogensbeheer N.V.
|
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|
|
Nuveen, LLC
|
|
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|
Bellevue Group AG
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
Sentry Investment Management Llc
|
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|
Everpar Advisors Llc
|
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|
Polymer Capital Management (US) LLC
|
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|
Wolf Group Capital Advisors
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
Bard Financial Services, Inc.
|
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|
Foster Group, Inc.
|
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|
Engineers Gate Manager LP
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
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|
Pitcairn Co
|
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|
Ridgewood Investments LLC
|
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|
Hantz Financial Services, Inc.
|
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|
SS&H Financial Advisors, Inc.
|
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D. E. Shaw & Co., Inc.
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
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|
Wealthspire Advisors, LLC
|
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|
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|
Roanoke Asset Management Corp/ Ny
|
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LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
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|
Two Sigma Advisers, Lp
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
Tobam
|
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|
Jacobs Levy Equity Management, Inc
|
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|
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
|
|
|
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|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
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Cumberland Partners Ltd
|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
McKinley Carter Wealth Services, Inc.
|
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|
Cape Investment Advisory, Inc.
|
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Allworth Financial LP
|
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Indiana Trust & Investment Management CO
|
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RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
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|
Childress Capital Advisors, Llc
|
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Legacy Capital Wealth Management, Llc
|
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|
Venture Visionary Partners LLC
|
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|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
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|
VestGen Advisors, LLC
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
First Bancorp, Inc /ME/
|
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|
Gilman Hill Asset Management, LLC
|
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|
CI Private Wealth, LLC
|
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|
AE Wealth Management LLC
|
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|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
Goelzer Investment Management, Inc.
|
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|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
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|
Armstrong Advisory Group, Inc
|
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|
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|
Fairway Wealth LLC
|
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|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
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|
Mattson Financial Services, LLC
|
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|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
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|
Itau Unibanco Holding S.A.
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
Keystone Financial Services
|
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|
|
Fox Hill Wealth Management
|
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|
Mufg Securities Americas Inc.
|
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|
PDT Partners, LLC
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
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|
Davidson Trust Co
|
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|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
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|
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|
Pacific Center for Financial Services
|
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|
Strs Ohio
|
|
|
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|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
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|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
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|
|
Redwood Park Advisors LLC
|
|
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|
|
Pineridge Advisors LLC
|
|
|
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|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
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Victory Capital Management Inc
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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FNY Investment Advisers, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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Ensign Peak Advisors, Inc
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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TFR Capital, LLC.
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Cetera Trust Company, N.A
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Fifth Third Wealth Advisors LLC
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JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
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Affinity Investment Advisors, Llc
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Strategent Financial, LLC
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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Synovus Financial Corp
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Point72 Asset Management, L.P.
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Sonora Investment Management Group, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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Shulman DeMeo Asset Management LLC
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Costello Asset Management, INC
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
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Cornerstone Wealth Group, LLC
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Ransom Advisory, Ltd
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Harbor Investment Advisory, Llc
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LFA - Lugano Financial Advisors SA
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AlTi Global, Inc.
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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Veracity Capital LLC
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YOKE - EA Series Trust - Yoke Core ETF
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Westside Investment Management, Inc.
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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Alberta Investment Management Corp
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OneAscent Wealth Management LLC
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Intact Investment Management Inc.
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BlackRock ESG Capital Allocation Trust
|
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Avantra Family Wealth, Inc.
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Bailard, Inc.
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Vident Advisory, LLC
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Tocqueville Asset Management L.p.
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
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Lvm Capital Management Ltd/mi
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Providence Capital Advisors, LLC
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Pinnacle Wealth Planning Services, Inc.
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Panagora Asset Management Inc
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Bank Of America Corp /de/
|
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Insigneo Advisory Services, Llc
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Ariston Services Group
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Capital Performance Advisors Llp
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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CHICAGO TRUST Co NA
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Bamco Inc /ny/
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Janney Montgomery Scott LLC
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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Morgan Stanley
|
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W.G. Shaheen & Associates DBA Whitney & Co
|
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Capital Wealth Planning, LLC
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Pensionmark Financial Group, Llc
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Silphium Asset Management Ltd
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EPG Wealth Management LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Zuckerman Investment Group, LLC
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Vestmark Advisory Solutions, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Cairn Investment Group, Inc.
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
OMNI 360 Wealth, Inc.
|
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Dynasty Wealth Management, Llc
|
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Westwood Holdings Group Inc
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Scotia Capital Inc.
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Principal Securities, Inc.
|
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Farther Finance Advisors, LLC
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
Swiss National Bank
|
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|
New York State Common Retirement Fund
|
|
|
|
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|
Bellwether Advisors, LLC
|
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|
Counterpoint Mutual Funds LLC
|
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|
Jacobi Capital Management LLC
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
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|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
Wealthfront Advisers Llc
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
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|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
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|
Baldwin Investment Management, LLC
|
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|
Benchmark Investment Advisors LLC
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
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|
Archer Investment Corp
|
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|
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|
Knightsbridge Asset Management, Llc
|
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|
Abacus Planning Group, Inc.
|
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|
DeDora Capital, Inc.
|
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|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Stanley Capital Management, LLC
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
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|
Mutual Of America Capital Management Llc
|
|
|
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|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
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|
|
Field & Main Bank
|
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|
Brown Brothers Harriman & Co
|
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|
Nomura Asset Management Co Ltd
|
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|
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|
Tema Etfs Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
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|
Coign Capital Advisors LLC
|
|
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|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
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|
Boyd Watterson Asset Management Llc/oh
|
|
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|
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|
Bank Of Hawaii
|
|
|
|
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|
Signaturefd, Llc
|
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|
|
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|
Legacy Investment Solutions, LLC
|
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|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
|
|
|
Federated Hermes, Inc.
|
|
|
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|
|
MTM Investment Management, LLC
|
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|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
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|
Marco Investment Management Llc
|
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|
Richardson Financial Services Inc.
|
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|
Birchbrook, Inc.
|
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|
First Manhattan Co
|
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|
Ubs Asset Management Americas Inc
|
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|
Miracle Mile Advisors, LLC
|
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|
Black Diamond Financial, LLC
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
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|
QV Investors Inc.
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Symphony Financial, Ltd. Co.
|
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|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Edgestream Partners, L.P.
|
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|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
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|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
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|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
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|
|
Park Avenue Securities Llc
|
|
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|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
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|
|
|
Poinciana Advisors Group, Llc
|
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|
Glenmede Investment Management, LP
|
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|
Alecta Pensionsforsakring, Omsesidigt
|
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|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
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|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
|
Mitchell Mcleod Pugh & Williams Inc
|
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|
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|
Balboa Wealth Partners
|
|
|
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|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
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|
CIBC World Markets Inc.
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
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|
Private Wealth Partners, LLC
|
|
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|
Premier Path Wealth Partners, LLC
|
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|
Princeton Capital Management Llc
|
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|
Bridgewater Advisors Inc.
|
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Global X Japan Co., Ltd.
|
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NDVR, Inc.
|
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AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
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|
Standard Life Aberdeen plc
|
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|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
|
XML Financial, LLC
|
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|
Hurley Capital, LLC
|
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O'shaughnessy Asset Management, Llc
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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|
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|
DecisionPoint Financial, LLC
|
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|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
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|
NorthCrest Asset Manangement, LLC
|
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
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|
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|
Susquehanna International Group, Llp
|
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|
|
Credit Agricole S A
|
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Drucker Wealth 3.0, LLC
|
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|
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
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ForthRight Wealth Management, LLC
|
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Waterloo Capital, L.P.
|
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CLARET ASSET MANAGEMENT Corp
|
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Covestor Ltd
|
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Bannerman Wealth Management Group, Llc
|
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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|
Geneos Wealth Management Inc.
|
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|
Foster & Motley Inc
|
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Beaird Harris Wealth Management, LLC
|
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|
Nicholas Hoffman & Company, LLC.
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Impact Partnership Wealth, LLC
|
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|
Ashton Thomas Securities, Llc
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
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|
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|
Voya Investment Management Llc
|
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Adviser Investments LLC
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
Fundamentun, Llc
|
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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|
Verdence Capital Advisors LLC
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
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|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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|
Vermillion Wealth Management, Inc.
|
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|
Haven Private, LLC
|
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|
State Street Corp
|
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|
GW&K Investment Management, LLC
|
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Hamilton Capital, LLC
|
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Grove Bank & Trust
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
|
|
DnB Asset Management AS
|
|
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|
Redmond Asset Management, LLC
|
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|
Avantax Planning Partners, Inc.
|
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Rossmore Private Capital
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
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|
|
|
Everhart Financial Group, Inc.
|
|
|
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|
|
Citizens Financial Group Inc/ri
|
|
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|
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|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
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|
Sagespring Wealth Partners, Llc
|
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
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|
Visionary Wealth Advisors
|
|
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|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
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|
Perfromance Wealth Partners, LLC
|
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|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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|
Westend Capital Management LLC
|
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
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|
Community Bank, N.A.
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Roundview Capital LLC
|
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|
Jones Financial Companies Lllp
|
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|
Brookstone Capital Management
|
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|
Invesco, Llc
|
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|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
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|
RMR Wealth Builders
|
|
|
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|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
Aegon Asset Management Uk Plc
|
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|
Venturi Wealth Management, LLC
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Harvest Fund Management Co., Ltd
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Empirical Finance, LLC
|
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|
Blackrock Health Sciences Trust
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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|
Gratus Wealth Advisors, LLC
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|
Carmignac Gestion
|
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|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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|
Mesirow Financial Investment Management, Inc.
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Bristol Gate Capital Partners Inc.
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|
Boston Private Wealth Llc
|
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|
Quadrant Private Wealth Management, LLC
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Redhawk Wealth Advisors, Inc.
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|
Sierra Ocean, Llc
|
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|
Lodestone Wealth Management LLC
|
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|
Paradigm Asset Management Co Llc
|
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|
LVW Advisors, LLC
|
|
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|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
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|
Signature Resources Capital Management, LLC
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
Semmax Financial Advisors Inc.
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|
Shira Ridge Wealth Management
|
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|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
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|
Fox Run Management, L.l.c.
|
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|
FineMark National Bank & Trust
|
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|
Syon Capital Llc
|
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|
Zacks Investment Management
|
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|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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|
Fairscale Capital, LLC
|
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|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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|
Williams Jones Wealth Management, LLC.
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Archford Capital Strategies, LLC
|
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|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
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|
Clean Yield Group
|
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|
Marshall Wace, Llp
|
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|
Maven Securities LTD
|
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|
Polar Capital Holdings Plc
|
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|
Thrivent Financial For Lutherans
|
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|
Winton Capital Group Ltd
|
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|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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|
Avantax Advisory Services, Inc.
|
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|
Petredis Investment Advisors Llc
|
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|
Stephens Consulting, LLC
|
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|
SOUTH STATE Corp
|
|
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|
Capital Advisors Inc/ok
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
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|
Natixis Advisors, L.p.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
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|
Leavell Investment Management, Inc.
|
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|
Strategic Investment Advisors / MI
|
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|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
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|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
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|
|
Washington Trust Bank
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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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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|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
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|
Alliancebernstein L.p.
|
|
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
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|
Susquehanna Fundamental Investments, Llc
|
|
|
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
Sequent Planning LLC
|
|
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|
Mission Wealth Management, Lp
|
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Kcm Investment Advisors Llc
|
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Athena Investment Management
|
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
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|
Suncoast Equity Management
|
|
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|
Private Client Services, Llc
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
EverSource Wealth Advisors, LLC
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|
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|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
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West Branch Capital LLC
|
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|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Vontobel Holding Ltd.
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LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
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|
Daiwa Securities Group Inc.
|
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Knollwood Investment Advisory, LLC
|
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|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
MAI Capital Management
|
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Webster Bank, N. A.
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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LGT Fund Management Co Ltd.
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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|
Deseret Mutual Benefit Administrators
|
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|
Harbour Investments, Inc.
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GFG Capital, LLC
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Global Assets Advisory, LLC
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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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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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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APG Asset Management US Inc.
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Briaud Financial Planning, Inc
|
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|
Meridian Investment Counsel Inc.
|
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Pinnacle Associates Ltd
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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North Star Investment Management Corp.
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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LGT Group Foundation
|
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
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|
FSA Wealth Management LLC
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
ProVise Management Group, LLC
|
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Northside Capital Management, LLC
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Creekmur Asset Management LLC
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
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|
Mbb Public Markets I Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Midwest Trust Co
|
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|
Lord, Abbett & Co. Llc
|
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Blair William & Co/il
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Westshore Wealth, LLC
|
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|
CVA Family Office, LLC
|
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|
Texas Permanent School Fund
|
|
|
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Defined Wealth Management, Llc
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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First United Bank Trust/
|
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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|
Ethic Inc.
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
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|
Accurate Wealth Management, LLC
|
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Busey Wealth Management
|
|
|
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|
|
Hemington Wealth Management
|
|
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|
First Trust Advisors Lp
|
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|
ASB Consultores, LLC
|
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|
BCS Wealth Management
|
|
|
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|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Central Bank & Trust Co
|
|
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|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
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|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
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|
Capital Investment Advisors, LLC
|
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Roxbury Financial LLC
|
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|
Fortitude Family Office, LLC
|
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|
Total Investment Management Inc
|
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Concurrent Investment Advisors, LLC
|
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Marion Wealth Management
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
Paragon Financial Partners, Inc.
|
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Sage Mountain Advisors LLC
|
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First Financial Corp /in/
|
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Suvretta Capital Management, Llc
|
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Westfield Capital Management Co Lp
|
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PFG Advisors
|
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|
Quantinno Capital Management LP
|
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Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
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|
Rise Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Creative Financial Designs Inc /adv
|
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|
NWK Group, Inc.
|
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Oxford Asset Management Llp
|
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Weatherly Asset Management L. P.
|
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BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
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|
Sara-Bay Financial
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
DRW Securities, LLC
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Scarborough Advisors, LLC
|
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Simmons Bank
|
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|
Capital International Investors
|
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|
CoreCap Advisors, LLC
|
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Cwm, Llc
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Legacy Private Trust Co.
|
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|
Simplex Trading, Llc
|
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|
|
Financial Advisors Network, Inc.
|
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|
Front Row Advisors LLC
|
|
|
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|
|
Cherry Tree Wealth Management, LLC
|
|
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|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
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|
|
Trilogy Capital Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Sands Capital Management, Llc
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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Alyeska Investment Group, L.P.
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JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
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Commerce Bank
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
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CBIZ Investment Advisory Services, LLC
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Nisa Investment Advisors, Llc
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
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North Star Asset Management Inc
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Breakwater Capital Group
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JNBA Financial Advisors
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Private Advisor Group, LLC
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MCF Advisors LLC
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NewSquare Capital LLC
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Boothbay Fund Management, Llc
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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Independent Advisor Alliance
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Graney & King, LLC
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Lakewood Asset Management LLC
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Fiduciary Group LLC
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Wedbush Securities Inc
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Sfmg, Llc
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Federation des caisses Desjardins du Quebec
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Beach Investment Counsel Inc/pa
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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Soundwatch Capital LLC
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Tacita Capital Inc
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
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Crewe Advisors LLC
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BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
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Close Asset Management Ltd
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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Capital Investment Services of America, Inc.
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Bingham Private Wealth, Llc
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Narus Financial Partners, LLC
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Heritage Trust Co
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Novem Group
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BlackRock, Inc.
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Founders Financial Securities Llc
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Jackson Square Capital, Llc
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Ancora Advisors, LLC
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Petra Financial Advisors Inc
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California Public Employees Retirement System
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
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Quadrant Capital Group Llc
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Private Trust Co Na
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Foundations Investment Advisors, LLC
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
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Smithfield Trust Co
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Beese Fulmer Investment Management, Inc.
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GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
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Good Life Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Aviance Capital Partners, LLC
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IMC-Chicago, LLC
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
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BlackRock ETF Trust II - BlackRock Total Return ETF
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Envestnet Asset Management Inc
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Mark Sheptoff Financial Planning, Llc
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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First Business Financial Services, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Moran Wealth Management, LLC
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Rsm Us Wealth Management Llc
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IFP Advisors, Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
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MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
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Great West Life Assurance Co /can/
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Regatta Capital Group, Llc
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Chesley Taft & Associates LLC
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Lsv Asset Management
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
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Fielder Capital Group LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Great Waters Wealth Management
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
Advisor Resource Council
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Tudor Investment Corp Et Al
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
Ferguson Shapiro LLC
|
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|
Voya Financial Advisors, Inc.
|
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Cornerstone Strategic Value Fund Inc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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AMG National Trust Bank
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Parcion Private Wealth LLC
|
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|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
Kinsale Capital Group, Inc.
|
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|
Investment Advisory Services Inc /tx /adv
|
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|
Wcm Investment Management, Llc
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Machina Capital S.a.s.
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Princeton Global Asset Management LLC
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
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|
|
Calton & Associates, Inc.
|
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|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Segment Wealth Management, LLC
|
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|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
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|
|
Bey-Douglas LLC
|
|
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|
First Western Trust Bank
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Transatlantique Private Wealth Llc
|
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|
Aptus Capital Advisors, LLC
|
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|
Erste Asset Management GmbH
|
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|
Axecap Investments, LLC
|
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|
BayBridge Capital Group, LLC
|
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|
Accelerate Investment Advisors LLC
|
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|
Cardinal Point Capital Management, ULC
|
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|
Los Angeles Capital Management Llc
|
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|
Gotham Asset Management, LLC
|
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|
Stokes Family Office, LLC
|
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|
|
Motco
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
Moneta Group Investment Advisors Llc
|
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|
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|
Sowell Financial Services LLC
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
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Argyle Capital Management Inc.
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