|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
|
|
|
Coldstream Capital Management Inc
|
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|
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|
Barclays Plc
|
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|
Greenfield Savings Bank
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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|
|
Public Employees Retirement System Of Ohio
|
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|
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|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
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|
Virginia Retirement Systems Et Al
|
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
BAILX - Brown Advisory Funds - Brown Advisory Sustainable International Leaders Fund Institutional Shares
|
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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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|
Scientech Research LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
|
CenterStar Asset Management, LLC
|
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|
Berkley W R Corp
|
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Sound View Wealth Advisors Group, LLC
|
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|
Bdf-gestion
|
|
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|
|
Independence Bank of Kentucky
|
|
|
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|
General Partner, Inc.
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2
|
|
|
|
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|
Capital Analysts, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Morningstar Investment Management LLC
|
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|
|
Hartford Investment Management Co
|
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|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
|
|
|
Beaumont Financial Advisors, LLC
|
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|
|
|
|
Private Wealth Management Group, LLC
|
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|
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|
|
Krane Funds Advisors LLC
|
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|
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|
|
Rexford Capital Inc
|
|
|
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|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
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|
FSA Wealth Management LLC
|
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|
Truvestments Capital Llc
|
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|
Rossby Financial, LCC
|
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Red Tortoise LLC
|
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|
Dark Forest Capital Management Lp
|
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|
Xponance, Inc.
|
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|
Iron Horse Wealth Management, LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
|
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|
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|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
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|
|
|
Qrg Capital Management, Inc.
|
|
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Wolverine Asset Management Llc
|
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|
Susquehanna International Group, Llp
|
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|
IHT Wealth Management, LLC
|
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Pin Oak Investment Advisors Inc
|
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Kettle Hill Capital Management, Llc
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
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|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
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|
Hartland & Co., LLC
|
|
|
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|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
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|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
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|
|
JB Capital LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
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|
|
Ostrum Asset Management
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
ABIAX - AB TRUST - AB International Value Fund Class A
|
|
|
|
|
|
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
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|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
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|
|
Union Savings Bank
|
|
|
|
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|
Farmers National Bank
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
M&G Plc
|
|
|
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|
|
Mendel Money Management
|
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|
|
Csenge Advisory Group
|
|
|
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|
|
Clark Capital Management Group, Inc.
|
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|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
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|
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|
Mengis Capital Management, Inc.
|
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|
Personal Cfo Solutions, Llc
|
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|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
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|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
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|
|
CX Institutional
|
|
|
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|
|
Intech Investment Management Llc
|
|
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|
|
Ballast Advisors Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A
|
|
|
|
|
|
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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Securian Asset Management, Inc
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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Cambridge Advisors Inc.
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
Crews Bank & Trust
|
|
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|
E Fund Management Co., Ltd.
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Invesco Ltd.
|
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Advisory Services Network, LLC
|
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Entropy Technologies, LP
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Signaturefd, Llc
|
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Quantinno Capital Management LP
|
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AE Wealth Management LLC
|
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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GAMMA Investing LLC
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Merit Financial Group, LLC
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Altrius Capital Management Inc
|
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Bowman & Co S.C.
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Td Private Client Wealth Llc
|
|
|
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|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Pineridge Advisors LLC
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High Note Wealth, LLC
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
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Dorsey & Whitney Trust CO LLC
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Paradigm Asset Management Co Llc
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Pines Wealth Management, LLC
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SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
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Capital Fund Management S.a.
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Aptus Capital Advisors, LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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VestGen Advisors, LLC
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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Cheviot Value Management, LLC
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Cypress Advisory Group LLC
|
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Ironwood Investment Counsel, LLC
|
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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APG Asset Management N.V.
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O'shaughnessy Asset Management, Llc
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Mediolanum International Funds Ltd
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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Quadrant Private Wealth Management, LLC
|
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BRYN MAWR TRUST Co
|
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MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
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|
Premier Path Wealth Partners, LLC
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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Group One Trading, L.p.
|
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|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
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|
Stanley-Laman Group, Ltd.
|
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Swedbank AB
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
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|
Newbridge Financial Services Group, Inc.
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Trust Co Of Toledo Na /oh/
|
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Avanza Fonder AB
|
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Syon Capital Llc
|
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SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
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|
Beacon Pointe Advisors, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
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|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
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|
Vident Advisory, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
|
Crewe Advisors LLC
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
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|
|
Bare Financial Services, Inc
|
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|
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF
|
|
|
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|
|
ORG Partners LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
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|
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|
|
Hartford Funds Management Co LLC
|
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|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
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|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
TLCI - Touchstone ETF Trust - Touchstone International Equity ETF
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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BankPlus Trust Department
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Strategic Financial Services, Inc,
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Wolverine Trading, Llc
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JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
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Polar Capital Holdings Plc
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Grove Bank & Trust
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CCLA Investment Management Ltd
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GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
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PACIFIC SELECT FUND - Technology Portfolio Class I
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HBK Sorce Advisory LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Sofos Investments, Inc.
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AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
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AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
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L2 Asset Management, LLC
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New England Asset Management Inc
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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Concord Wealth Partners
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
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Voleon Capital Management Lp
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CWM Advisors, LLC
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Stonebrook Private Inc.
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NewSquare Capital LLC
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HFM Investment Advisors, LLC
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New York Life Investment Management Llc
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Baird Financial Group, Inc.
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Nordwand Advisors, LLC
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Nomura Holdings Inc
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Thoroughbred Financial Services, Llc
|
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Azzad Asset Management Inc /adv
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Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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Credit Agricole S A
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ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
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MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6
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FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
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WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
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Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
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Ubs Asset Management Americas Inc
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Tidemark, LLC
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IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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Allianz Asset Management GmbH
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
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Semper Augustus Investments Group Llc
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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PACIFIC SELECT FUND - Main Street Core Portfolio Class I
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Schonfeld Strategic Advisors LLC
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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Marco Investment Management Llc
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Thrivent Financial For Lutherans
|
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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Bangor Savings Bank
|
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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Mariner, LLC
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Spectrum Wealth Counsel, LLC
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Callan Family Office, LLC
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We Are One Seven, LLC
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NorthRock Partners, LLC
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NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
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Source Capital Inc /de/
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Continuum Advisory, LLC
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CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
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Wolff Wiese Magana Llc
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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Beacon Capital Management, LLC
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FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund
|
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Victory Capital Management Inc
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HITE Hedge Asset Management LLC
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GPS Wealth Strategies Group, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Forum Financial Management, LP
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
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Amalgamated Bank
|
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
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Mount Yale Investment Advisors, LLC
|
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UMA Financial Services, Inc.
|
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Perennial Investment Advisors, LLC
|
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Intrust Bank Na
|
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BlackRock, Inc.
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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|
Mbb Public Markets I Llc
|
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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|
City State Bank
|
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|
Park Avenue Securities Llc
|
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Capula Management Ltd
|
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Federation des caisses Desjardins du Quebec
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
IMC-Chicago, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
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|
Cwm, Llc
|
|
|
|
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|
CBOE Vest Financial, LLC
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
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|
Old National Bancorp /in/
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
Pure Financial Advisors, Inc.
|
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Onefund, Llc
|
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VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
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|
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|
J.w. Cole Advisors, Inc.
|
|
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|
Busey Wealth Management
|
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|
Johnson Financial Group, Inc.
|
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|
Profunds - Profund Vp Large-cap Value
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
ULTRA SERIES FUND - International Stock Fund Class I
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
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|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
|
|
|
Earnest Partners Llc
|
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|
Richardson Financial Services Inc.
|
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|
Bard Financial Services, Inc.
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Ethic Inc.
|
|
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|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
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|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
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|
|
Pinnacle Bancorp, Inc.
|
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|
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|
Advisory Alpha, LLC
|
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Aua Capital Management, Llc
|
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|
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A
|
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|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
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|
|
Carrhae Capital LLP
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
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|
Nicolet Advisory Services, Llc
|
|
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|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
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|
|
Chilton Capital Management Llc
|
|
|
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|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
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|
|
Oak Harbor Wealth Partners, Llc
|
|
|
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|
|
Wedbush Securities Inc
|
|
|
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|
|
Equitable Trust Co
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
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|
|
First American Trust, Fsb
|
|
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|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Prospect Hill Management, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
FDRV - FIDELITY COVINGTON TRUST - Fidelity Electric Vehicles and Future Transportation ETF
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
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|
MONECO Advisors, LLC
|
|
|
|
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|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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|
|
|
|
IFC Advisors LLC
|
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|
|
MetLife Investment Management, LLC
|
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|
Resona Asset Management Co.,Ltd.
|
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
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|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Smith, Moore & Co.
|
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|
|
|
|
Pacifica Partners Inc.
|
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|
|
American Century Companies Inc
|
|
|
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|
UBS Group AG
|
|
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Peak6 Llc
|
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|
|
|
|
Oppenheimer & Co Inc
|
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|
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|
Frazier Financial Advisors, LLC
|
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|
Bank Of Nova Scotia
|
|
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|
Kingsview Wealth Management, LLC
|
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|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
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|
|
Drum Hill Capital, LLC
|
|
|
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|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
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|
Brant Point Investment Management Llc
|
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|
Schechter Investment Advisors, LLC
|
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
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|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
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|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Sunbelt Securities, Inc.
|
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New York State Common Retirement Fund
|
|
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CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
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|
|
|
|
Avion Wealth
|
|
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|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Capstone Investment Advisors, Llc
|
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|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
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|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
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|
HHM Wealth Advisors, LLC
|
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|
Gateway Investment Advisers Llc
|
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|
Perpetual Ltd
|
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|
Painted Porch Advisors LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Lyrical Asset Management Lp
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
SNSR - Global X Funds - Global X Internet of Things ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
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|
Hm Payson & Co
|
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|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
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|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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|
TFC Financial Management
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Central Bank & Trust Co
|
|
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|
Qube Research & Technologies Ltd
|
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Marshall Financial Group LLC
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|
Watchman Group, Inc.
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Private Trust Co Na
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|
Teacher Retirement System Of Texas
|
|
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|
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|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
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|
Letko, Brosseau & Associates Inc
|
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|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Raiffeisen Bank International AG
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
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Cornerstone Planning Group LLC
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
National Pension Service
|
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Concurrent Investment Advisors, LLC
|
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Equitable Holdings, Inc.
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Prime Capital Investment Advisors, LLC
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Sittner & Nelson, Llc
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Dunhill Financial, LLC
|
|
|
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|
Meeder Advisory Services, Inc.
|
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|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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Meridiem Capital Partners LP
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Qsemble Capital Management, LP
|
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Dai-Ichi Life Insurance Company, Ltd
|
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Invesco Qqq Trust, Series 1
|
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Avidian Wealth Solutions, LLC
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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CIBC World Markets Inc.
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Seelaus Asset Management LLC
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Cambridge Investment Research Advisors, Inc.
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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Korea Investment CORP
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y
|
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Geode Capital Management, Llc
|
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Legacy Investment Solutions, LLC
|
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AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
StoneX Group Inc.
|
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|
Koss-Olinger Consulting, LLC
|
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|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
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|
Stephens Inc /ar/
|
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|
Kestra Private Wealth Services, Llc
|
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|
South Dakota Investment Council
|
|
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|
Parkside Financial Bank & Trust
|
|
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|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
First Citizens Bank & Trust Co
|
|
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|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
Ancora Advisors, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
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|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
|
Mpwm Advisory Solutions, Llc
|
|
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|
|
PFG Investments, LLC
|
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|
Hsbc Holdings Plc
|
|
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|
Profunds - Profund Vp Ultrabull
|
|
|
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|
|
Andra AP-fonden
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Light Street Capital Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Farmers & Merchants Investments Inc
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
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Financiere des Professionnels - Fonds d,investissement inc.
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Axa S.a.
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Millennium Management Llc
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Pictet Asset Management Holding SA
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
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Foster & Motley Inc
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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Principal Securities, Inc.
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LPL Financial LLC
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Legal & General Group Plc
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Tufton Capital Management
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Financial Gravity Companies, Inc.
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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New Millennium Group LLC
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Silvercrest Asset Management Group Llc
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Albert D Mason Inc
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Grantham, Mayo, Van Otterloo & Co. LLC
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Cooke & Bieler Lp
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
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Quantitative Investment Management, LLC
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
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DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
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Emerald Investment Partners, Llc
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Mowery & Schoenfeld Wealth Management, LLC
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Meridian Wealth Advisors, LLC
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Vontobel Holding Ltd.
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Hennion & Walsh Asset Management, Inc.
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SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
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Diversify Advisory Services, LLC
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
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Wetzel Investment Advisors, Inc.
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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CWA Asset Management Group, LLC
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RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
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Metis Global Partners, LLC
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LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
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Royal London Asset Management Ltd
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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Opes Wealth Management LLC
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Man Group plc
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180 Wealth Advisors, Llc
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Gabelli Dividend & Income Trust
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Nordea Investment Management Ab
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AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
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Howard Hughes Medical Institute
|
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EP Wealth Advisors, Inc.
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EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Deutsche Bank Ag\
|
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Laurel Wealth Advisors LLC
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Capital A Wealth Management, LLC
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Gsa Capital Partners Llp
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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Institutional Investment Strategy Fund
|
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GDS Wealth Management
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Liberty All Star Growth Fund Inc.
|
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London Co Of Virginia
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
Middleton & Co Inc/ma
|
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Kestra Investment Management, LLC
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
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|
CCOR - Listed Funds Trust - Core Alternative ETF
|
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|
Dogwood Wealth Management LLC
|
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|
Umb Bank N A/mo
|
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|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
WealthCollab, LLC
|
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|
Norges Bank
|
|
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|
|
Cardinal Capital Management, Inc.
|
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|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
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|
Affinity Wealth Management Llc
|
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|
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
|
|
|
|
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|
Harvest Fund Management Co., Ltd
|
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|
Occudo Quantitative Strategies Lp
|
|
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|
Alteri Wealth LLC
|
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|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
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|
Rothschild Investment Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
GraniteShares Advisors LLC
|
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|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
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|
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
|
|
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|
|
|
Commerce Bank
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
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|
M&t Bank Corp
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
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Financial Management Professionals, Inc.
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NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
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Outlook Wealth Advisors, LLC
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MAI Capital Management
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TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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CI Private Wealth, LLC
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Cove Private Wealth, LLC
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Price T Rowe Associates Inc /md/
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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Strategic Wealth Partners, Ltd.
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
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Simon Quick Advisors, Llc
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Vestmark Advisory Solutions, Inc.
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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Trust Investment Advisors
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Oliver Lagore Vanvalin Investment Group
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Burney Co/
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Optimum Investment Advisors
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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Stock Yards Bank & Trust Co
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FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
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Larson Financial Group LLC
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GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund
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Royal Bank Of Canada
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
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FourThought Financial Partners, LLC
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Atwood & Palmer Inc
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
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Fiduciary Trust Co
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Jain Global LLC
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Albion Financial Group /ut
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QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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La Banque Postale Asset Management SA
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Kilter Group LLC
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Fiera Capital Corp
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Seascape Capital Management
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Ameriprise Financial Inc
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Berkshire Bank
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Pacer Advisors, Inc.
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J. W. Coons Advisors, LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Perigon Wealth Management, LLC
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SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
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Compass Planning Associates Inc
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
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JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
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Net Worth Advisory Group
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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PENN SERIES FUNDS INC - Mid Core Value Fund
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Salem Investment Counselors Inc
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TCTC Holdings, LLC
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West Family Investments, Inc.
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
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SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
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SOA Wealth Advisors, LLC.
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TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Windsor Capital Management, LLC
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Zions Bancorporation, National Association /ut/
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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Commerzbank Aktiengesellschaft /fi
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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Maven Securities LTD
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
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Banque Cantonale Vaudoise
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
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Mutual Of America Capital Management Llc
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
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Hilltop National Bank
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SummitTX Capital, L.P.
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FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
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Petros Family Wealth, LLC
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
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Sentry Investment Management Llc
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Wealthcare Advisory Partners LLC
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
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ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
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Godsey & Gibb Associates
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Morgan Stanley
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NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
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Horizon Investments, LLC
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Tsfg, Llc
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Aigen Investment Management, Lp
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Ossiam
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REAP Financial Group, LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
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Chicago Partners Investment Group LLC
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
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Gabelli Funds Llc
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
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Nemes Rush Group LLC
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Bartlett & Co. Wealth Management Llc
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Asset Management One Co., Ltd.
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Raymond James Financial Inc
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
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B&l Asset Management Llc
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