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Peterson Wealth Services
|
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Noble Wealth Management PBC
|
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Brown, Lisle/cummings, Inc.
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SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
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|
State of New Jersey Common Pension Fund D
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
Schroder Investment Management Group
|
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Callan Family Office, LLC
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Threadgill Financial, Llc
|
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Stableford Capital Ii Llc
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Parallel Advisors, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
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|
First Merchants Corp
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
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|
Pnc Financial Services Group, Inc.
|
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|
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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BKM Wealth Management, LLC
|
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GWM Advisors LLC
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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First National Bank Sioux Falls
|
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Hm Payson & Co
|
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DoubleLine ETF Adviser LP
|
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Meeder Advisory Services, Inc.
|
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Caldwell Trust Co
|
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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FIL Ltd
|
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Moisand Fitzgerald Tamayo, LLC
|
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Ballentine Partners, LLC
|
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Zurich Insurance Group Ltd/FI
|
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Gamco Investors, Inc. Et Al
|
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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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Welch Group, LLC
|
|
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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Solstein Capital, LLC
|
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|
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
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ORG Wealth Partners, LLC
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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Barr E S & Co
|
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Bleakley Financial Group, LLC
|
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Valley Brook Capital Group, Inc.
|
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DAVENPORT & Co LLC
|
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Meixler Investment Management, Ltd.
|
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SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
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Jones Financial Companies Lllp
|
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Capital Advisors Inc/ok
|
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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State Street Corp
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Parsons Capital Management Inc/ri
|
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Cove Private Wealth, LLC
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
Peapack Gladstone Financial Corp
|
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Ellsworth Advisors, LLC
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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Charles Schwab Investment Management Inc
|
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Atria Investments Llc
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
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|
Endowment Wealth Management, Inc.
|
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Phoenix Holdings Ltd.
|
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
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INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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|
Palisade Capital Management Llc/nj
|
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|
Alpha Cubed Investments, LLC
|
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|
LexAurum Advisors, LLC
|
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|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Defined Wealth Management, Llc
|
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|
|
|
|
Lewis Asset Management, LLC
|
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Kitching Partners, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
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|
|
Calamos Wealth Management LLC
|
|
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|
Welch & Forbes Llc
|
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|
Markel Corp
|
|
|
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|
Centricity Wealth Management, LLC
|
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|
Genus Capital Management Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
|
|
LMR Partners LLP
|
|
|
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|
|
Prudential Financial Inc
|
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|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
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|
Covestor Ltd
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
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|
Bell Investment Advisors, Inc
|
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|
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
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|
Thompson Davis & Co., Inc.
|
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|
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
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|
Buckingham Strategic Partners
|
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|
Institute for Wealth Management, LLC.
|
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|
Nicholas Company, Inc.
|
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|
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|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
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|
Allspring Global Investments Holdings, LLC
|
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|
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|
DecisionPoint Financial, LLC
|
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Estabrook Capital Management
|
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|
Boit C F David
|
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Everpar Advisors Llc
|
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|
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Xponance, Inc.
|
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|
Mml Investors Services, Llc
|
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Stone House Investment Management, LLC
|
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|
Wealth Alliance
|
|
|
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|
Legacy Financial Strategies, LLC
|
|
|
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|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Brant Point Investment Management Llc
|
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|
RMB Capital Management, LLC
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
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|
Mv Capital Management, Inc.
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
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|
|
Boreal Capital Management LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
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|
Webster Bank, N. A.
|
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|
Anfield Capital Management, LLC
|
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|
Coldstream Capital Management Inc
|
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|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
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|
Tradewinds Capital Management, LLC
|
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|
S&t Bank/pa
|
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|
Montag & Caldwell, Llc
|
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|
Cedar Mountain Advisors, LLC
|
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|
Alpine Bank Wealth Management
|
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|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
West Family Investments, Inc.
|
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|
LS Investment Advisors, LLC
|
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|
J. Safra Sarasin Holding AG
|
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|
Dupont Capital Management Corp
|
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|
|
|
DT Investment Partners, LLC
|
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|
|
Equitable Holdings, Inc.
|
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|
Catalyst Financial Partners Llc
|
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|
|
Guggenheim Capital Llc
|
|
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|
|
Keel Point, LLC
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Fidato Wealth LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
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|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
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|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Smith Shellnut Wilson Llc /adv
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Vantage Investment Partners, LLC
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|
Stifel Financial Corp
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|
Strs Ohio
|
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Pallas Capital Advisors LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Zions Bancorporation, National Association /ut/
|
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N.E.W. Advisory Services LLC
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Frederick Financial Consultants, LLC
|
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|
NorthCrest Asset Manangement, LLC
|
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Institutional Investment Strategy Fund
|
|
|
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|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
Alliancebernstein L.p.
|
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|
Lazari Capital Management, Inc.
|
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MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
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|
Eisler Capital Management Ltd.
|
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|
Graypoint LLC
|
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|
Ubs Oconnor Llc
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Kestra Advisory Services, LLC
|
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|
Walleye Capital LLC
|
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Atticus Wealth Management, Llc
|
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Syntax Research, Inc.
|
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Citizens National Bank Trust Department
|
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Brookstone Capital Management
|
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Sfm, Llc
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Bay Harbor Wealth Management, LLC
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Blueshift Asset Management, LLC
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Woodstock Corp
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SG Americas Securities, LLC
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ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
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|
Bogart Wealth, LLC
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|
Global X Japan Co., Ltd.
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IMG Wealth Management, Inc.
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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|
Atlanta Consulting Group Advisors, LLC
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|
Trueblood Wealth Management, LLC
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|
Sound Income Strategies, LLC
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Pacer Advisors, Inc.
|
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|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
|
Mcdonald Partners Llc
|
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|
Df Dent & Co Inc
|
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|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Thoroughbred Financial Services, Llc
|
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|
Scotia Capital Inc.
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
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|
|
Newbridge Financial Services Group, Inc.
|
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|
Smithbridge Asset Management Inc/de
|
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|
Gradient Investments LLC
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
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|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
PBCay One RSC Ltd
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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Albert D Mason Inc
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Argent Trust Co
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Sound View Wealth Advisors Group, LLC
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|
Legal & General Group Plc
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Janney Montgomery Scott LLC
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Intrua Financial, LLC
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Simplicity Wealth,LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Rathbone Brothers plc
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True Wealth Design, LLC
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Aviso Financial Inc.
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J.w. Cole Advisors, Inc.
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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Ameriprise Financial Inc
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CBIZ Investment Advisory Services, LLC
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Mizuho Securities Usa Llc
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Commonwealth Equity Services, Llc
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
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Intech Investment Management Llc
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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Liberty Wealth Management Llc
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Natixis Advisors, L.p.
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GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
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Wilkinson Global Asset Management LLC
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Cibc World Markets Corp
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Motco
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FourThought Financial Partners, LLC
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Windward Private Wealth Management Inc.
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GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
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FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
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Nippon Life Global Investors Americas, Inc.
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Golden State Equity Partners
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Syon Capital Llc
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Addenda Capital Inc.
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Souders Financial Advisors
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TD Waterhouse Canada Inc.
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Evermay Wealth Management Llc
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HighTower Advisors, LLC
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Legacy Capital Wealth Partners, LLC
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UBS Group AG
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University Of Texas/texas Am Investment Managment Co
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Steel Peak Wealth Management LLC
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JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
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Roundview Capital LLC
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State of Alaska, Department of Revenue
|
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PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
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Guardian Wealth Advisors, LLC
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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Farther Finance Advisors, LLC
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Creekmur Asset Management LLC
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Cornerstone Total Return Fund Inc
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Texas Yale Capital Corp.
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Dynasty Wealth Management, Llc
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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New York Life Investment Management Llc
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Aqr Capital Management Llc
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BRYN MAWR TRUST Co
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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Astoria Portfolio Advisors LLC.
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VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
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|
VestGen Advisors, LLC
|
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Principal Securities, Inc.
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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|
Legacy Wealth Asset Management, LLC
|
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SCS Capital Management LLC
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Ellenbecker Investment Group
|
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Prestige Wealth Management Group LLC
|
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Grove Bank & Trust
|
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Howe & Rusling Inc
|
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Auour Investments LLC
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Fox Run Management, L.l.c.
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Dividend Asset Capital, Llc
|
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Vontobel Holding Ltd.
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Orion Portfolio Solutions, LLC
|
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|
Stratos Wealth Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
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|
State of Tennessee, Treasury Department
|
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|
Cwm, Llc
|
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Heritage Trust Co
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Midwest Trust Co
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
|
Jacobi Capital Management LLC
|
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|
Securian Asset Management, Inc
|
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|
|
Hoese & Co LLP
|
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|
Resources Investment Advisors, LLC.
|
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|
|
Sustainable Insight Capital Management, LLC
|
|
|
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|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
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|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Schechter Investment Advisors, LLC
|
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|
Dagco, Inc.
|
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|
Caliber Wealth Management, LLC / KS
|
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|
Victory Capital Management Inc
|
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|
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|
Deseret Mutual Benefit Administrators
|
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
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|
Advisors Preferred, LLC
|
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|
Capital Group Investment Management Pte. Ltd.
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|
Fifth Third Wealth Advisors LLC
|
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|
Aptus Capital Advisors, LLC
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Wbh Advisory Inc
|
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|
Waterfront Wealth Inc.
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
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|
Bancreek Capital Management, LP
|
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Stevens Capital Management Lp
|
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|
Kesler, Norman & Wride, LLC
|
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|
U.S. Capital Wealth Advisors, LLC
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
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Ofi Invest Asset Management
|
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|
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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|
|
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|
Northern Trust Corp
|
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|
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Signaturefd, Llc
|
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|
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CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
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|
Nomura Holdings Inc
|
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|
|
|
|
Sirios Capital Management L P
|
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|
Synovus Financial Corp
|
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|
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
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|
Elios Financial Group Inc.
|
|
|
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
Benjamin Edwards Inc
|
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|
Colony Group, LLC
|
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Pictet Asset Management Holding SA
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
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|
Norris Perne & French Llp/mi
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
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|
Jacobsen Capital Management
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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TFC Financial Management
|
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|
Northeast Investment Management
|
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NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
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|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
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Cresset Asset Management, LLC
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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|
Acap Strategic Fund
|
|
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|
Fidelis Capital Partners, LLC
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares
|
|
|
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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|
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|
Gsa Capital Partners Llp
|
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|
Berkshire Bank
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
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|
Bank of Jackson Hole Trust
|
|
|
|
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|
Credit Agricole S A
|
|
|
|
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|
Connable Office Inc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
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|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
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|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
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|
New Millennium Group LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Profunds - Profund Vp Basic Materials
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
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Foster Dykema Cabot & Partners, Llc
|
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McElhenny Sheffield Capital Management, LLC
|
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|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Mufg Securities Americas Inc.
|
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|
Tiaa Trust, National Association
|
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|
Goldman Sachs Group Inc
|
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|
Verition Fund Management LLC
|
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|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
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|
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|
Zhang Financial LLC
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Fiduciary Group LLC
|
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|
SRB Corp
|
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|
Gries Financial Llc
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
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|
Bensler, LLC
|
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|
Kilter Group LLC
|
|
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Northern Oak Wealth Management Inc
|
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|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
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|
Sollinda Capital Management LLC
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
Meiji Yasuda Asset Management Co Ltd.
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Private Wealth Asset Management, LLC
|
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Rockland Trust Co
|
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Winthrop Capital Management, LLC
|
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Laffer Investments
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Kovack Advisors, Inc.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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D. E. Shaw & Co., Inc.
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One Capital Management, LLC
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Grayhawk Investment Strategies Inc.
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Monetary Management Group Inc
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
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|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
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|
NewEdge Wealth, LLC
|
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Conning Inc.
|
|
|
|
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|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
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|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
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|
|
Westwood Holdings Group Inc
|
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|
Fairbanks Capital Management, Inc.
|
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LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
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|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
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|
Neuberger Berman Group LLC
|
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|
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XTX Topco Ltd
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Cary Street Partner Investment Advisory Llc
|
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Aegon Asset Management Uk Plc
|
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|
SS&H Financial Advisors, Inc.
|
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Valley National Advisers Inc
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
Johnson Financial Group, Inc.
|
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LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
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Marsico Capital Management Llc
|
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SRS Capital Advisors, Inc.
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
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|
Resona Asset Management Co.,Ltd.
|
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|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Belfer Management LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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|
Wellington Management Group Llp
|
|
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|
|
New Covenant Trust Company, N.A.
|
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|
My Legacy Advisors, LLC
|
|
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|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
S. R. Schill & Associates
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
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Invesco, Llc
|
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|
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|
Public Employees Retirement System Of Ohio
|
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|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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|
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|
L2 Asset Management, LLC
|
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|
Gilder Gagnon Howe & Co Llc
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
NorthRock Partners, LLC
|
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|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
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|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Burns J W & Co Inc/ny
|
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|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
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|
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Kcm Investment Advisors Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
Alesco Advisors Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Bridges Investment Management Inc
|
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|
Carmignac Gestion
|
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|
RD Lewis Holdings, Inc.
|
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Proficio Capital Partners LLC
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
HB Wealth Management, LLC
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Geode Capital Management, Llc
|
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
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|
Vista Investment Partners Llc
|
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|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
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|
Promus Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
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|
Yousif Capital Management, Llc
|
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Delta Asset Management Llc/tn
|
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Dilation Capital Management LP
|
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|
Bartlett & Co. Wealth Management Llc
|
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Quent Capital, LLC
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Frank, Rimerman Advisors LLC
|
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|
CIBC World Markets Inc.
|
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Franklin Street Advisors Inc /nc
|
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Glenmede Investment Management, LP
|
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Retirement Systems of Alabama
|
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Bradley Foster & Sargent Inc/ct
|
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Optas, LLC
|
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|
Natixis
|
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|
Davis R M Inc
|
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Salomon & Ludwin, LLC
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Inspire Advisors, LLC
|
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|
SJS Investment Consulting Inc.
|
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|
Cornerstone Planning Group LLC
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
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|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
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|
HighPoint Advisor Group LLC
|
|
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|
|
|
Swmg, Llc
|
|
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|
Nicholson Meyer Capital Management, Inc.
|
|
|
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|
Crew Capital Management, Ltd.
|
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Milestone Resources Group Ltd
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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|
First Horizon Advisors, Inc.
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|
Fulton Breakefield Broenniman Llc
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|
Compass Capital Management, Inc
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|
Addison Advisors LLC
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|
Qrg Capital Management, Inc.
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|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
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|
Strategic Blueprint, LLC
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
SageView Advisory Group, LLC
|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
Cim, Llc
|
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|
Atlas Legacy Advisors, LLC
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AustralianSuper Pty Ltd
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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Argentarii, LLC
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|
Citizens Financial Group Inc/ri
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|
Cambridge Investment Research Advisors, Inc.
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Magnus Financial Group LLC
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|
Truist Financial Corp
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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West Bancorporation Inc
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Alta Capital Management Llc/
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Aft, Forsyth & Company, Inc.
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Iyo Bank, Ltd.
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Westside Investment Management, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Cfm Wealth Partners Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Smartleaf Asset Management LLC
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State Board Of Administration Of Florida Retirement System
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Xn Lp
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Pin Oak Investment Advisors Inc
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Venturi Wealth Management, LLC
|
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|
Jlb & Associates Inc
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Price T Rowe Associates Inc /md/
|
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Cookson Peirce & Co Inc
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Adell Harriman & Carpenter Inc
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Great Valley Advisor Group, Inc.
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Tectonic Advisors Llc
|
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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|
Keybank National Association/oh
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Prescott Group Capital Management, L.l.c.
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Concord Wealth Partners
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Perpetual Ltd
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Secure Asset Management, LLC
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Slow Capital, Inc.
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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|
Westend Capital Management LLC
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Rockline Wealth Management, LLC
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Fortis Group Advisors, LLC
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Kerusso Capital Management LLC
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|
Salem Investment Counselors Inc
|
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|
Kozak & Associates, Inc.
|
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Permanent Capital Management, LP
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Port Capital LLC
|
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|
Traynor Capital Management, Inc.
|
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|
CENTRAL TRUST Co
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
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|
Intrust Bank Na
|
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|
Smithfield Trust Co
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
Raub Brock Capital Management LP
|
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|
CBOE Vest Financial, LLC
|
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|
Dougherty Wealth Advisers LLC
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
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|
Trust Co Of Oklahoma
|
|
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|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
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|
Man Group plc
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
Avantax Advisory Services, Inc.
|
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|
Holderness Investments Co
|
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|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
TD Capital Management LLC
|
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|
|
Pinnacle Financial Partners Inc
|
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|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
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|
|
Capital Fund Management S.a.
|
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|
Bailard, Inc.
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
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|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Masterton Capital Management, LP
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
Logan Capital Management Inc
|
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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Legacy Financial Advisors, Inc.
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CI Private Wealth, LLC
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Value Partners Investments Inc.
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Baird Financial Group, Inc.
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Financial Advisors, LLC
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Hantz Financial Services, Inc.
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Steward Partners Investment Advisory, Llc
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DekaBank Deutsche Girozentrale
|
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Donaldson Capital Management, Llc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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Chicago Capital, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
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Ted Buchan & Co
|
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WPG Advisers, LLC
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QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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SevenBridge Financial Group, LLC
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ORG Partners LLC
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Wrapmanager Inc
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Greenleaf Trust
|
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Forsta Ap-fonden
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Pettyjohn, Wood & White, Inc
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Davis Investment Partners, LLC
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Hilltop Holdings Inc.
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Deltec Asset Management Llc
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
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ICW Investment Advisors LLC
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Koshinski Asset Management, Inc.
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Stephens Inc /ar/
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Aware Super Pty Ltd as trustee of Aware Super
|
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Chesapeake Wealth Management
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Retirement Planning Co of New England, Inc.
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Janus Henderson Group Plc
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CHICAGO TRUST Co NA
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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Envestnet Portfolio Solutions, Inc.
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FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
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Broadleaf Partners, LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Tang Capital Management Llc
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ITB - iSHARES TRUST - iShares U.S. Home Construction ETF
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LGT Financial Advisors LLC
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Vise Technologies, Inc.
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Capital Planning Advisors, LLC
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Advisory Alpha, LLC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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Clarius Group, LLC
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Tamar Securities, LLC
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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Intellus Advisors LLC
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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Concentric Capital Strategies, LP
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Baldwin Brothers Inc/ma
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Renaissance Technologies Llc
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Norinchukin Bank, The
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Talbot Financial, LLC
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IHT Wealth Management, LLC
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Umb Bank N A/mo
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California Public Employees Retirement System
|
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UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
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Cape Investment Advisory, Inc.
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RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
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Wilkins Investment Counsel Inc
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
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Spdr Dow Jones Industrial Average Etf Trust
|
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|
Kelly Financial Services LLC
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Agate Pass Investment Management, LLC
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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Balyasny Asset Management Llc
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Financial Enhancement Group LLC
|
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Cornerstone Wealth Management, LLC
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Jarislowsky, Fraser Ltd
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Park Place Capital Corp
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
Bath Savings Trust Co
|
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Forte Capital Llc /adv
|
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
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|
Hartford Funds Management Co LLC
|
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|
High Note Wealth, LLC
|
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|
Mason & Associates Inc
|
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|
Nichols & Pratt Advisers Llp /ma
|
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|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
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|
Great West Life Assurance Co /can/
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
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|
AdvisorNet Financial, Inc
|
|
|
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|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
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|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
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|
|
|
|
Verus Capital Partners, Llc
|
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|
Susquehanna International Group, Llp
|
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|
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|
Mattern Capital Management, Llc
|
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|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Cooper Creek Partners Management Llc
|
|
|
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|
|
Stephens Consulting, LLC
|
|
|
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|
Foundations Investment Advisors, LLC
|
|
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|
|
|
St. Nicholas Private Asset Management, Inc
|
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|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
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|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
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|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
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|
|
Palumbo Wealth Management LLC
|
|
|
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|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
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|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
National Pension Service
|
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Calamos Strategic Total Return Fund
|
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Essex Savings Bank
|
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Peninsula Asset Management Inc
|
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Acima Private Wealth, Llc
|
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Tudor Financial Inc.
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MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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Old National Bancorp /in/
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
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|
FSM Wealth Advisors, LLC
|
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PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
New York State Common Retirement Fund
|
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Jfs Wealth Advisors, Llc
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Wealth Group, Ltd.
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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Rsm Us Wealth Management Llc
|
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LGT Fund Management Co Ltd.
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Private Wealth Management Group, LLC
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Pensionfund Sabic
|
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Financial Perspectives, Inc
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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Schonfeld Strategic Advisors LLC
|
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Cubist Systematic Strategies, LLC
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Manning & Napier Advisors Llc
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IFC Advisors LLC
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Cortland Associates Inc/mo
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DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
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New Hampshire Trust
|
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JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Howard Hughes Medical Institute
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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Granite Investment Partners, LLC
|
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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JNBA Financial Advisors
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Dana Investment Advisors, Inc.
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Envestnet Asset Management Inc
|
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Robertson Stephens Wealth Management, LLC
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
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|
Banque Transatlantique SA
|
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Briaud Financial Planning, Inc
|
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Ocean Capital Management, LLC
|
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Diversify Wealth Management, Llc
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
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Cigna Investments Inc /new
|
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Brevan Howard Capital Management LP
|
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Azimuth Capital Investment Management LLC
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Focus Financial Network, Inc.
|
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Bnp Paribas Arbitrage, Sa
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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Ergawealth Advisors, Inc.
|
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SOUTH STATE Corp
|
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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Evelyn Partners Investment Management Services Ltd
|
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Segment Wealth Management, LLC
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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Waratah Capital Advisors Ltd.
|
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Kane Investment Management, Inc.
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Verdence Capital Advisors LLC
|
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|
Chickasaw Capital Management Llc
|
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Financial Network Wealth Advisors LLC
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Obermeyer Wood Investment Counsel, Lllp
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
CWA Asset Management Group, LLC
|
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|
D.a. Davidson & Co.
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
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|
|
Vinva Investment Management Ltd
|
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|
Nordea Investment Management Ab
|
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|
Colonial Trust Advisors
|
|
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|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
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|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
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|
|
Axa S.a.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
|
|
Gables Capital Management Inc.
|
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|
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|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Bluegrass Capital Partners LP
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
11 Capital Partners LP
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Kinetic Partners Management, LP
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Untitled Investments Lp
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
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NOSIX - Northern Funds - Northern Stock Index Fund
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Squarepoint Ops LLC
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Morningstar Investment Management LLC
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Capital International Sarl
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Insigneo Advisory Services, Llc
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Bristlecone Advisors, LLC
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Tealwood Asset Management Inc
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Wills Financial Group LLC
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
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VSTIX - VALIC Co I - Stock Index Fund
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Barclays Plc
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
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Cordatus Wealth Management LLC
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Stance Capital Llc
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Wedmont Private Capital
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Boothbay Fund Management, Llc
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Adage Capital Partners Gp, L.l.c.
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Signal Advisors Wealth, LLC
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Candelo Capital Management LP
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Lynch & Associates/in
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Oxford Asset Management Llp
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Beacon Capital Management, LLC
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GAMMA Investing LLC
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Freestone Capital Holdings, LLC
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Toronto Dominion Bank
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Moneta Group Investment Advisors Llc
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Wealth Enhancement Advisory Services, Llc
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Assetmark, Inc
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
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Pinnacle Bancorp, Inc.
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Whittier Trust Co
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Whittier Trust Co Of Nevada Inc
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Accent Capital Management, LLC
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Asio Capital, LLC
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Transcend Wealth Collective, Llc
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BankPlus Trust Department
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Bridge Creek Capital Management LLC
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PineBridge Investments, L.P.
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Oregon Public Employees Retirement Fund
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
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HFM Investment Advisors, LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Wealthfront Advisers Llc
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Dakota Wealth Management
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Massachusetts Financial Services Co /ma/
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Silvercrest Asset Management Group Llc
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Enhancing Capital LLC
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Diversify Advisory Services, LLC
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Evanson Asset Management, LLC
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Thompson Siegel & Walmsley Llc
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Fort Point Capital Partners LLC
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First United Bank Trust/
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W.G. Shaheen & Associates DBA Whitney & Co
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Tiemann Investment Advisors, Llc
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Aureus Asset Management, LLC
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
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Mairs & Power Inc
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
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Smith, Moore & Co.
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Ipswich Investment Management Co., Inc.
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Maverick Capital Ltd
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Abn Amro Investment Solutions
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Hohimer Wealth Management, Llc
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
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MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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Symphony Financial Services, Inc.
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La Banque Postale Asset Management SA
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SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
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L.m. Kohn & Company
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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Profunds - Profund Vp Bull
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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Ariston Services Group
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Papp L Roy & Associates
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Wilson Asset Management (international) Pty Ltd
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Mbb Public Markets I Llc
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First Trust Advisors Lp
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GW&K Investment Management, LLC
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VGLSX - VALIC Co I - Global Strategy Fund
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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Marshall & Sterling Wealth Advisors Inc.
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Blue Fin Capital, Inc.
|
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Putney Financial Group LLC
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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Kentucky Trust Co
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