|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Mesirow Financial Investment Management, Inc.
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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Covey Capital Advisors, LLC
|
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Banco Bilbao Vizcaya Argentaria, S.a.
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
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|
Kaizen Financial Strategies
|
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Aigen Investment Management, Lp
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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Cim, Llc
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QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
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Generali Asset Management SPA SGR
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Sanibel Captiva Trust Company, Inc.
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Proathlete Wealth Management Llc
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Genus Capital Management Inc.
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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Yarger Wealth Strategies, Llc
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Bell Investment Advisors, Inc
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
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Allianz Se
|
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Jarislowsky, Fraser Ltd
|
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Lord, Abbett & Co. Llc
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Lion Street Advisors, LLC
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AMF Pensionsforsakring AB
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Vision Capital Management, Inc.
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Texas Yale Capital Corp.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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Essex Financial Services, Inc.
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AMJ Financial Wealth Management
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IronOak Wealth LLC.
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S-Bank Fund Management Ltd
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Richardson Financial Services Inc.
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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CVA Family Office, LLC
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Disciplined Equity Management, Inc.
|
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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Moneta Group Investment Advisors Llc
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Aviso Financial Inc.
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D'Orazio & Associates, Inc.
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Marshall Wace, Llp
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OneAscent Wealth Management LLC
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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MAI Capital Management
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
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|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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Credential Qtrade Securities Inc.
|
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Truvestments Capital Llc
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
Letson Investment Management, Inc.
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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Artemis Investment Management LLP
|
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Strategic Wealth Designers
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
United Capital Financial Advisers, Llc
|
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Mount Lucas Management LP
|
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|
Rockport Wealth LLC
|
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|
Tobias Financial Advisors, Inc.
|
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Humankind Investments LLC
|
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First Trust Advisors Lp
|
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Williamson Legacy Group, LLC
|
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SkyView Investment Advisors, LLC
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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Renaissance Technologies Llc
|
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|
Congress Wealth Management LLC / DE /
|
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Golden State Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
JustInvest LLC
|
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|
Platform Technology Partners
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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|
Martingale Asset Management L P
|
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|
Vontobel Holding Ltd.
|
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|
Moss Adams Wealth Advisors LLC
|
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|
CHICAGO TRUST Co NA
|
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|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
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111 Capital
|
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|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
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|
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|
Synergy Financial Management, LLC
|
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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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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
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|
Rafferty Asset Management, LLC
|
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|
Diamant Asset Management, Inc.
|
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|
Smith Group Asset Management, LLC
|
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|
Tran Capital Management, L.p.
|
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|
Allred Capital Management, LLC
|
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|
Abel Hall, LLC
|
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|
Mml Investors Services, Llc
|
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|
DT Investment Partners, LLC
|
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|
Ridgewood Investments LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
GoodHaven Capital Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
Five Oceans Advisors
|
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|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
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|
|
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|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
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|
|
Kesler, Norman & Wride, LLC
|
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|
Addison Advisors LLC
|
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|
Central Securities Corp
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
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|
Wealth Preservation Advisors, LLC
|
|
|
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|
Nomura Asset Management Co Ltd
|
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|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
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|
Wealthcare Advisory Partners LLC
|
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Ewa, Llc
|
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Wealthbridge Capital Management, Llc
|
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FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
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iA Global Asset Management Inc.
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
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|
Focus Financial Network, Inc.
|
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Caxton Associates Llp
|
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First Commonwealth Financial Corp /pa/
|
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MBE Wealth Management, LLC
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Cambridge Financial Group, Inc.
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Penserra Capital Management LLC
|
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Inscription Capital, LLC
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Jupiter Asset Management Ltd
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Candriam Luxembourg S.C.A.
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Us Bancorp \de\
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
Worldquant Millennium Advisors Llc
|
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Callan Capital, LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Tritonpoint Wealth, Llc
|
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Tcw Group Inc
|
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|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
CBIZ Investment Advisory Services, LLC
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|
Mascoma Wealth Management LLC
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Aspect Partners, LLC
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Beacon Financial Group
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
HighVista Strategies LLC
|
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|
McHugh Group, LLC
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Westside Investment Management, Inc.
|
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Hixon Zuercher, LLC
|
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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Headlands Technologies LLC
|
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|
AlTi Global, Inc.
|
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USA Financial Portformulas Corp
|
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Brendel Financial Advisors LLC
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Hartford Funds Management Co LLC
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Meeder Asset Management Inc
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Founders Financial Securities Llc
|
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Orion Portfolio Solutions, LLC
|
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Quotient Wealth Partners, LLC
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
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|
Waldron Private Wealth LLC
|
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ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Bensler, LLC
|
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|
Savvy Advisors, Inc.
|
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Freestone Capital Holdings, LLC
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|
New Mexico Educational Retirement Board
|
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IMC-Chicago, LLC
|
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|
Bradyco, Inc.
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
EdgeRock Capital LLC
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|
Earnest Partners Llc
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Capital Investment Advisory Services, LLC
|
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|
Erste Asset Management GmbH
|
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Morris Retirement Advisors, LLC
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
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|
|
Legal & General Group Plc
|
|
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|
|
Bank Of Stockton
|
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Sapient Capital Llc
|
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|
Wetherby Asset Management Inc
|
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|
Gsa Capital Partners Llp
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Front Row Advisors LLC
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
Riverview Trust Co
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
Ellevest, Inc.
|
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|
|
Lowe Brockenbrough & Co Inc
|
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|
Sumitomo Life Insurance Co
|
|
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|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
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|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
LFL Advisers, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
12th Street Asset Management Company, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
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Machina Capital S.a.s.
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
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|
Port Capital LLC
|
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|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
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|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Jump Financial, LLC
|
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|
Lee Johnson Capital Management, Llc
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
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|
CFO4Life Group, LLC
|
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|
Precision Wealth Strategies, LLC
|
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|
Eisler Capital Management Ltd.
|
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|
Calamos Global Dynamic Income Fund
|
|
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|
Geneos Wealth Management Inc.
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
Comerica Bank
|
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|
Impact Investors, Inc
|
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|
Hantz Financial Services, Inc.
|
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Financially Speaking Inc
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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|
Sunbelt Securities, Inc.
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
HB Wealth Management, LLC
|
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|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
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|
Parkworth Wealth Management, Inc.
|
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Bernardo Wealth Planning LLC
|
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Accuvest Global Advisors
|
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JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Edgestream Partners, L.P.
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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Tocqueville Asset Management L.p.
|
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Sciencast Management LP
|
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Axq Capital, Lp
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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GAMMA Investing LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Bayforest Capital Ltd
|
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IFG Advisory, LLC
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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Boyd Watterson Asset Management Llc/oh
|
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Leo Wealth, LLC
|
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APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
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KG&L Capital Management,LLC
|
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Up Strategic Wealth Investment Advisors Llc
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Wakefield Asset Management LLLP
|
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Mitchell Mcleod Pugh & Williams Inc
|
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KBWP - Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF
|
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Pensionmark Financial Group, Llc
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Midwest Trust Co
|
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Crawford Investment Counsel Inc
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Group One Trading, L.p.
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
IMG Wealth Management, Inc.
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
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|
Silvercrest Asset Management Group Llc
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
Spirepoint Private Client, Llc
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
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|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Castellan Group, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
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|
|
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|
Cerity Partners LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
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|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
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|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
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|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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|
|
Drive Wealth Management, Llc
|
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|
|
|
|
Trueblood Wealth Management, LLC
|
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|
|
Moloney Securities Asset Management, LLC
|
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|
|
Monterey Private Wealth, Inc.
|
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|
Thompson Siegel & Walmsley Llc
|
|
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|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
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|
|
Hallmark Capital Management Inc
|
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|
StoneX Group Inc.
|
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Meiji Yasuda Asset Management Co Ltd.
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
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|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
Advisory Services Network, LLC
|
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Arlington Trust Co LLC
|
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
Second Half Financial Partners, LLC
|
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|
Ycg, Llc
|
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|
Gleason Group, Inc.
|
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SBI Securities Co., Ltd.
|
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Everpar Advisors Llc
|
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MUFG Securities EMEA plc
|
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Sei Investments Co
|
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Phillips Financial Management, Llc
|
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|
Close Asset Management Ltd
|
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|
Virtus ETF Advisers LLC
|
|
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|
|
|
Journey Strategic Wealth Llc
|
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|
Fulton Breakefield Broenniman Llc
|
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Conning Inc.
|
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Sigma Investment Counselors Inc
|
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FineMark National Bank & Trust
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Blair William & Co/il
|
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|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
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|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Jacobs Asset Management, Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Eleva Capital SAS
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
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Coastal Investment Advisors, Inc.
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Eastern Bank
|
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Delta Investment Management, LLC
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Convergence Investment Partners, LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Qtron Investments LLC
|
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|
DekaBank Deutsche Girozentrale
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Evermay Wealth Management Llc
|
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|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
Chilton Capital Management Llc
|
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Strategic Advocates LLC
|
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Primecap Management Co/ca/
|
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S&t Bank/pa
|
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Highview Capital Management LLC/DE/
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
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Castleview Partners, Llc
|
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Sound Income Strategies, LLC
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PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Wedbush Securities Inc
|
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Advisors Asset Management, Inc.
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Jacobsen Capital Management
|
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First Bank & Trust
|
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Baltimore-Washington Financial Advisors, Inc.
|
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Boston Partners
|
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Smithfield Trust Co
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
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|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
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|
Adviser Investments LLC
|
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|
Sand Hill Global Advisors, LLC
|
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Ofi Invest Asset Management
|
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Ted Buchan & Co
|
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Sheaff Brock Investment Advisors, LLC
|
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Spinnaker Trust
|
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Provenance Wealth Advisors, LLC
|
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Caisse Des Depots Et Consignations
|
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Kfg Wealth Management, Llc
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Public Sector Pension Investment Board
|
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Patten & Patten Inc/tn
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
ForthRight Wealth Management, LLC
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
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|
Jackson Creek Investment Advisors LLC
|
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Legacy Financial Group, Inc.
|
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Paradigm Asset Management Co Llc
|
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Lmcg Investments, Llc
|
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Zevenbergen Capital Investments Llc
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Twin Tree Management, LP
|
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Chicago Capital, LLC
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Avantax Advisory Services, Inc.
|
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|
TriaGen Wealth Management LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Fifth Third Bancorp
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
Legacy Bridge, LLC
|
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|
|
Equitable Holdings, Inc.
|
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SYM FINANCIAL Corp
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
Premier Path Wealth Partners, LLC
|
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Fundamentun, Llc
|
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Vestmark Advisory Solutions, Inc.
|
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Fulton Bank, N.a.
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
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|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
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|
Richard Bernstein Advisors LLC
|
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|
Personal Cfo Solutions, Llc
|
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|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
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|
Level Four Advisory Services, Llc
|
|
|
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|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
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Weatherly Asset Management L. P.
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Ieq Capital, Llc
|
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Trustmark National Bank Trust Department
|
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Verde Servicos Internacionais S.A.
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
SCS Capital Management LLC
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BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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Sivia Capital Partners, LLC
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Sabal Trust CO
|
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Northern Financial Advisors Inc
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MRP Capital Investments, LLC
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PineBridge Investments, L.P.
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
GW&K Investment Management, LLC
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ZEGA Investments, LLC
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Catalyst Funds Management Pty Ltd
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ICONIQ Capital, LLC
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Financial Strategies Group, Inc.
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Westbourne Investments, Inc.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
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|
Cardinal Strategic Wealth Guidance
|
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Astoria Portfolio Advisors LLC.
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Hennion & Walsh Asset Management, Inc.
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Cove Street Capital, LLC
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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BloombergSen Inc.
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Private Trust Co Na
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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Gotham Asset Management, LLC
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California State Teachers Retirement System
|
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Kestra Investment Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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Mount Yale Investment Advisors, LLC
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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Larson Financial Group LLC
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LVZ Advisors, Inc.
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Rossby Financial, LCC
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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Phillips Wealth Planners LLC
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Gateway Investment Advisers Llc
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Congress Asset Management Co /ma
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EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Capital A Wealth Management, LLC
|
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Institutional Investment Strategy Fund
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Brinker Capital Investments, LLC
|
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C WorldWide Group Holding A/S
|
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Strategy Asset Managers Llc
|
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Oppenheimer Asset Management Inc.
|
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NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Heartland Bank & Trust Co
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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1832 Asset Management L.P.
|
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
Stonegate Investment Group, LLC
|
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Hancock Whitney Corp
|
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Hanson & Doremus Investment Management
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
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|
Financial Engines Advisors L.L.C.
|
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Hillsdale Investment Management Inc.
|
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|
Koshinski Asset Management, Inc.
|
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|
New York Life Investment Management Llc
|
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|
Symphony Financial Services, Inc.
|
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|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Tuttle Tactical Management LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Maren Capital LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Nepc Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
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|
Pinnacle Financial Partners Inc
|
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|
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
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|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
|
Cresset Asset Management, LLC
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
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|
Rehmann Capital Advisory Group
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Hemington Wealth Management
|
|
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|
AE Wealth Management LLC
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
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|
Jaffetilchin Investment Partners, LLC
|
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
Sycomore Asset Management
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
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|
Board of the Pension Protection Fund
|
|
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|
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|
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
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|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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|
Connective Portfolio Management, LLC
|
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|
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|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
|
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|
Pines Wealth Management, LLC
|
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|
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Teza Capital Management LLC
|
|
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WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
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|
|
BlackRock, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
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|
Twin Capital Management Inc
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
|
Camden Capital, LLC
|
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|
GHP Investment Advisors, Inc.
|
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AGH Wealth Advisors, LLC
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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|
Chesapeake Wealth Management
|
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|
TD Waterhouse Canada Inc.
|
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|
Bogart Wealth, LLC
|
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Foster & Motley Inc
|
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Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
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|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
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|
Harbour Trust & Investment Management Co
|
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|
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|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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Strategic Wealth Partners, Ltd.
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
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Qube Research & Technologies Ltd
|
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Financial Management Professionals, Inc.
|
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HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
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Loomis Sayles & Co L P
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
Brave Warrior Advisors, LLC
|
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|
Mufg Securities Americas Inc.
|
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Cranbrook Wealth Management, LLC
|
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Rhumbline Advisers
|
|
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|
|
Salem Investment Counselors Inc
|
|
|
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|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
Wbi Investments, Inc.
|
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Russell Investments Group, Ltd.
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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First National Trust Co
|
|
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|
LVW Advisors, LLC
|
|
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KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
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Quantinno Capital Management LP
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
|
Catalytic Wealth RIA, LLC
|
|
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|
|
|
Entropy Technologies, LP
|
|
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|
|
|
Financial Network Wealth Advisors LLC
|
|
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|
Pacific Center for Financial Services
|
|
|
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|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
|
Chicago Partners Investment Group LLC
|
|
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|
|
Rowland & Co Investment Counsel/adv
|
|
|
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|
Flaharty Asset Management, LLC
|
|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
|
Zwj Investment Counsel Inc
|
|
|
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|
|
Little House Capital Llc
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Kensico Capital Management Corp
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Pinnacle Wealth Management, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Fidato Wealth LLC
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Palestra Capital Management LLC
|
|
|
|
|
|
Tremblant Capital Group
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
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|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
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|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
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|
Oakworth Capital, Inc.
|
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|
|
Noble Wealth Management PBC
|
|
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|
Schechter Investment Advisors, LLC
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Northwest & Ethical Investments L.P.
|
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|
FIL Ltd
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
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|
Orion Capital Management LLC
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
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|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
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Intrust Bank Na
|
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|
LGT Group Foundation
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
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|
|
Arizona State Retirement System
|
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|
McLean Asset Management Corp
|
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Dimensional Fund Advisors Lp
|
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Motco
|
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|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
King Luther Capital Management Corp
|
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|
Atlantic Union Bankshares Corp
|
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Voya Investment Management Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Tiaa Trust, National Association
|
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|
Fulcrum Asset Management LLP
|
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Northwest Bancshares, Inc.
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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|
Breakwater Investment Management
|
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QTR Family Wealth, LLC
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Fidelity D & D Bancorp Inc
|
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|
WealthTrust Asset Management, LLC
|
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AA Financial Advisors, LLC
|
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Csenge Advisory Group
|
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Clark Capital Management Group, Inc.
|
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AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Nvwm, Llc
|
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|
Meeder Advisory Services, Inc.
|
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|
CNB Bank
|
|
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|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
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|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Timucuan Asset Management Inc/fl
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Bancreek Capital Management, LP
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Speece Thorson Capital Group Inc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
Engle Capital Management, L.P.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
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|
Jefferies Financial Group Inc.
|
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|
Banco Santander, S.A.
|
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|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
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|
Tower Research Capital LLC (TRC)
|
|
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|
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|
Calamos Advisors LLC
|
|
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|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
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|
3Chopt Investment Partners, LLC
|
|
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|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
YANKCOM Partnership
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
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|
Gentry Private Wealth, Llc
|
|
|
|
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|
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
|
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|
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
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|
Two Sigma Investments, Lp
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
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|
Mutual Advisors, LLC
|
|
|
|
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|
NorthCrest Asset Manangement, LLC
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
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|
Manchester Capital Management LLC
|
|
|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
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|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
James Reed Financial Services, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
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|
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
|
|
|
|
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|
Albion Financial Group /ut
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
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|
Freedom Day Solutions, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
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|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
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|
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|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
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|
Pallas Capital Advisors LLC
|
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PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
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Montecito Bank & Trust
|
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|
Brown Brothers Harriman & Co
|
|
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|
Parnassus Investments /ca
|
|
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|
Elyxium Wealth, LLC
|
|
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|
Plato Investment Management Ltd
|
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
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|
Signature Estate & Investment Advisors Llc
|
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
Captrust Financial Advisors
|
|
|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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Millstone Evans Group, LLC
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Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
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Nuveen, LLC
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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Modern Wealth Management, LLC
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Envestnet Portfolio Solutions, Inc.
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VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
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Simplex Trading, Llc
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Prelude Capital Management, Llc
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Campbell & CO Investment Adviser LLC
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Stonehearth Capital Management, LLC
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Yarbrough Capital, LLC
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Westpac Banking Corp
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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ULPIX - Profunds - Ultrabull Profund Investor Class
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First Citizens Bank & Trust Co
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TruNorth Capital Management, LLC
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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Deseret Mutual Benefit Administrators
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California Public Employees Retirement System
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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Blume Capital Management, Inc.
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
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YOKE - EA Series Trust - Yoke Core ETF
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Atticus Wealth Management, Llc
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Savant Capital, LLC
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Quest Partners LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Syverson Strege & Co
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Wall Street Financial Group, Inc.
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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South Dakota Investment Council
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Abound Wealth Management
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Amundi
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Trust Co Of Vermont
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Czech National Bank
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American National Bank
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Canandaigua National Bank & Trust Co
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Osprey Private Wealth LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
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FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
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Financial Advisory Corp /ut/ /adv
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Caisse De Depot Et Placement Du Quebec
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Marshfield Associates
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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First Pacific Financial
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New York State Teachers Retirement System
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Pacer Advisors, Inc.
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Fidelis Capital Partners, LLC
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KRMA - Global X Funds - Global X Conscious Companies ETF
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Citizens & Northern Corp
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Capital World Investors
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Diversified Trust Co
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
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Horizon Investment Services, LLC
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
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Asset Management One Co., Ltd.
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MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
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Renasant Bank
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SOUTH STATE Corp
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Evercore Wealth Management, LLC
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Enterprise Financial Services Corp
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Riverwater Partners LLC
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
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Teamwork Financial Advisors, LLC
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Resources Investment Advisors, LLC.
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Nicolet Advisory Services, Llc
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Delos Wealth Advisors, LLC
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Farther Finance Advisors, LLC
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Jacobi Capital Management LLC
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Coign Capital Advisors LLC
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Pelham Capital Ltd.
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Meridian Wealth Management, LLC
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Gitterman Wealth Management, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
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Qsemble Capital Management, LP
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
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O'shaughnessy Asset Management, Llc
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Systematic Alpha Investments, LLC
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Kapstone Financial Advisors LLC
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Creative Planning
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Bay Harbor Wealth Management, LLC
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Baugh & Associates, LLC
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
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CX Institutional
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New Hampshire Trust
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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Signal Advisors Wealth, LLC
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Invesco Ltd.
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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VeraBank, N.A.
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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WPG Advisers, LLC
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
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Concentric Capital Strategies, LP
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Principal Financial Group Inc
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American Trust
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Louisiana State Employees Retirement System
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
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Tidemark, LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
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TradeLink Capital LLC
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ELCV - Strategy Shares - Eventide High Dividend ETF
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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State of New Jersey Common Pension Fund D
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Optimize Financial Inc
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Barnes Dennig Private Wealth Management LLC
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Channel Wealth Llc
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PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
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RBF Capital, LLC
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Frank, Rimerman Advisors LLC
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Wall Street Access Asset Management, LLC
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Fort Washington Investment Advisors Inc /oh/
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Ibex Wealth Advisors
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Weik Capital Management
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Insigneo Advisory Services, Llc
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
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Tudor Investment Corp Et Al
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BankPlus Trust Department
|
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Allianz Asset Management GmbH
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Coastal Bridge Advisors, LLC
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TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Capital Analysts, Inc.
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Polymer Capital Management (US) LLC
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Integrated Quantitative Investments LLC
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Broadleaf Partners, LLC
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Stablepoint Partners, LLC
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Ancora Advisors, LLC
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CenterBook Partners LP
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|
Greykasell Wealth Strategies, Inc.
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ExodusPoint Capital Management, LP
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Cornerstone Wealth Management, LLC
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Pinnbrook Capital Management Lp
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Point72 (DIFC) Ltd
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Donaldson Capital Management, Llc
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Accredited Wealth Management, LLC
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
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BankPlus Wealth Management LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Cambria Investment Management, L.P.
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
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Hudson Way Capital Management LLC
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Intech Investment Management Llc
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Signaturefd, Llc
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
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Armor Investment Advisors, LLC
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Versant Capital Management, Inc
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Colony Group, LLC
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Mendel Capital Management LLC
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Boston Private Wealth Llc
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Guggenheim Capital Llc
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Community Trust & Investment Co
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Acorn Financial Advisory Services Inc /adv
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Bank Of Montreal /can/
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Natural Investments, Llc
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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SRS Capital Advisors, Inc.
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Everett Harris & Co /ca/
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Dynamic Advisor Solutions LLC
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|
Simplicity Wealth,LLC
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Transform Wealth, LLC
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Black Diamond Financial, LLC
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Vident Advisory, LLC
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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Cullen Investment Group, Ltd.
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PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
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American Capital Advisory, LLC
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Marcum Wealth, LLC
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
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140 Summer Partners LP
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Hartland & Co., LLC
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LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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Empowered Funds, LLC
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Valued Wealth Advisors LLC
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Alerus Financial Na
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First National Bank of Mount Dora, Trust Investment Services
|
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L2 Asset Management, LLC
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Syon Capital Llc
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Clear Street Markets Llc
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Monument Capital Management
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
SageView Advisory Group, LLC
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Quantitative Investment Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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SMART Wealth LLC
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Gilman Hill Asset Management, LLC
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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|
Pacifica Partners Inc.
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|
Ariel Investments, Llc
|
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|
Wambolt & Associates, LLC
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|
Blue Bell Private Wealth Management, Llc
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|
Quent Capital, LLC
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|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
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|
FSA Wealth Management LLC
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|
Agf Management Ltd
|
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|
Pb Investment Partners, L.p.
|
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|
First National Corp /ma/ /adv
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|
St. Louis Trust Co
|
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|
Alteri Wealth LLC
|
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|
Ubs Asset Management Americas Inc
|
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|
Chilton Investment Co Llc
|
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|
BancorpSouth Bank
|
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|
Sterneck Capital Management, LLC
|
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|
Joseph Group Capital Management
|
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|
Chevy Chase Trust Holdings, Inc.
|
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
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|
Amalgamated Bank
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
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|
|
Left Brain Wealth Management, LLC
|
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|
Atom Investors LP
|
|
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|
Longbow Finance SA
|
|
|
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|
Balanced Wealth Group Llc
|
|
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|
Vega Investment Solutions
|
|
|
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|
Sandy Spring Bank
|
|
|
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|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
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|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
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|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
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|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
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|
Independent Family Office, LLC
|
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|
Callan Family Office, LLC
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|
Kentucky Retirement Systems
|
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LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Miracle Mile Advisors, LLC
|
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FT Vest Rising Dividend Achievers Total Return Fund
|
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|
Exchange Traded Concepts, Llc
|
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|
Nordwand Advisors, LLC
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Evoke Wealth, Llc
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|
Fiduciary Management Inc /wi/
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|
Bailard, Inc.
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Secure Asset Management, LLC
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MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
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|
Canton Hathaway, LLC
|
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|
Dearborn Partners Llc
|
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Busey Wealth Management
|
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|
Greenleaf Trust
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
Profund Advisors Llc
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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|
Oak Harvest Investment Services
|
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McAdam, LLC
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
EP Wealth Advisors, Inc.
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
OMERS ADMINISTRATION Corp
|
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|
Alamar Capital Management, LLC
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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|
Change Path, LLC
|
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Argent Capital Management Llc
|
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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LGT Fund Management Co Ltd.
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
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Bellevue Asset Management, Llc
|
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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|
Owl Creek Asset Management, L.P.
|
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|
Seven Mile Advisory
|
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Reinhart Partners, Inc.
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TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
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NDVR, Inc.
|
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First American Trust, Fsb
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Verde Capital Management
|
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
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First United Bank Trust/
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D. E. Shaw & Co., Inc.
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Picton Mahoney Asset Management
|
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Keebeck Alpha, LP
|
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Victory Capital Management Inc
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Bnp Paribas
|
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Mariner, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
RMG Wealth Management LLC
|
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|
Clarius Group, LLC
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|
GeoWealth Management, LLC
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Cherry Tree Wealth Management, LLC
|
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|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Silvant Capital Management LLC
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
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|
Buckley Wealth Management, LLC
|
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
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|
No Street GP LP
|
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|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Capula Management Ltd
|
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|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
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|
J.w. Cole Advisors, Inc.
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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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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|
|
Prospector Partners Llc
|
|
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|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
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|
Rialto Wealth Management, LLC
|
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|
|
Susquehanna International Group, Llp
|
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|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
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|
|
HCR Wealth Advisors
|
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|
|
National Pension Service
|
|
|
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|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
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|
|
Cumberland Partners Ltd
|
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|
|
Alberta Investment Management Corp
|
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|
|
Lighthouse Investment Partners, LLC
|
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|
Cottonwood Capital Advisors, Llc
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
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|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Jennison Associates Llc
|
|
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|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
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|
|
Boreal Capital Management LLC
|
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|
|
Accent Capital Management, LLC
|
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|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
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|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Crow's Nest Holdings LP
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
GWM Advisors LLC
|
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|
Prescott Group Capital Management, L.l.c.
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|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Everhart Financial Group, Inc.
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Intelligent Financial Strategies
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
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Unigestion Holding SA
|
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Centerpoint Advisory Group
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
SG Americas Securities, LLC
|
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|
Axecap Investments, LLC
|
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|
TrueMark Investments, LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
Principal Securities, Inc.
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
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|
Gilbert & Cook, Inc.
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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|
Resona Asset Management Co.,Ltd.
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Brevan Howard Capital Management LP
|
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|
Valeo Financial Advisors, LLC
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Smartleaf Asset Management LLC
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
Ameritas Advisory Services, LLC
|
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|
Anchor Capital Advisors Llc
|
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Fmr Llc
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Motive Wealth Advisors
|
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Highline Wealth Partners Llc
|
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Raiffeisen Bank International AG
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Northern Trust Corp
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
Atria Investments Llc
|
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|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
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ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
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|
Baillie Gifford & Co
|
|
|
|
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|
Fifth Third Wealth Advisors LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
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|
Betterment LLC
|
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Harfst & Associates, Inc.
|
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Fiduciary Group LLC
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Sawgrass Asset Management Llc
|
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|
Rosenberg Matthew Hamilton
|
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|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
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|
Graypoint LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
Hardy Reed LLC
|
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|
GFG Capital, LLC
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Rothschild Investment Llc
|
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|
N.E.W. Advisory Services LLC
|
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|
LexAurum Advisors, LLC
|
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|
Belpointe Asset Management LLC
|
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|
Siemens Fonds Invest GmbH
|
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|
APG Asset Management N.V.
|
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|
Sigma Planning Corp
|
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|
Southpoint Capital Advisors LP
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
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|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
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|
Courant Investment Management LLC
|
|
|
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|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Argentarii, LLC
|
|
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|
|
|
Profunds - Profund Vp Financials
|
|
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|
Bank of New Hampshire
|
|
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|
North Star Investment Management Corp.
|
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|
|
Lido Advisors, LLC
|
|
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|
|
Altfest L J & Co Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
RWWM, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Davidson Investment Advisors
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
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Strs Ohio
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
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Axiom International Investors Llc /de
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YHB Investment Advisors, Inc.
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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USS Investment Management Ltd
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National Wealth Management Group, LLC
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Wallace Capital Management Inc.
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Clean Yield Group
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RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
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Van Eck Associates Corp
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
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Global Retirement Partners, LLC
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NorthRock Partners, LLC
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
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Transce3nd, LLC
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LRI Investments, LLC
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IFP Advisors, Inc
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
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DiNuzzo Private Wealth, Inc.
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Artisan Partners Limited Partnership
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Greystone Financial Group, LLC
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Two Sigma Advisers, Lp
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Sowell Financial Services LLC
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
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GQG Partners LLC
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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Longboard Asset Management, LP
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Gts Securities Llc
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Kings Path Partners LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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GOODX - GoodHaven Funds Trust - GoodHaven Fund
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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Next Century Growth Investors Llc
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Avidian Wealth Solutions, LLC
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Texas Permanent School Fund
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Readystate Asset Management Lp
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Lakeridge Wealth Management LLC
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
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Ag2r La Mondiale Gestion D'actifs
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Federated Hermes, Inc.
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Dai-Ichi Life Insurance Company, Ltd
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Activest Wealth Management
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Mitsubishi UFJ Trust & Banking Corp
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Grantham, Mayo, Van Otterloo & Co. LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
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First Financial Corp /in/
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
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Advisor Group Holdings, Inc.
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Lindenwold Advisors
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Raymond James Financial Inc
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KC Investment Advisors, LLC
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JDM Financial Group LLC
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Schonfeld Strategic Advisors LLC
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Benjamin Edwards Inc
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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Pinnacle Bancorp, Inc.
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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Parallax Volatility Advisers, L.P.
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Bank Of Nova Scotia
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Foundations Investment Advisors, LLC
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United Advisor Group, LLC
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Boothbay Fund Management, Llc
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Vivid Wealth Management, LLC
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Pineridge Advisors LLC
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Hartford Investment Management Co
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
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Bank of New York Mellon Corp
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Norinchukin Bank, The
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
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Capital Asset Advisory Services LLC
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Rathbone Brothers plc
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Warren Averett Asset Management, LLC
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Adell Harriman & Carpenter Inc
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West Branch Capital LLC
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Bellecapital International Ltd.
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Kovitz Investment Group Partners, LLC
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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Virtue Capital Management, LLC
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
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1248 Management, LLC
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Mission Wealth Management, Lp
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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Councilmark Asset Management, LLC
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Hrt Financial Lp
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POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
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Farmers Trust Co
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
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Ameriflex Group, Inc.
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Aprio Wealth Management, LLC
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Belmont Capital, LLC
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Annandale Capital, LLC
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Norden Group Llc
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Credit Agricole S A
|
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Merit Financial Group, LLC
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Parkwood LLC
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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