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Harrington Investments, INC
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ASR Vermogensbeheer N.V.
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Momentous Wealth Management, Inc.
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
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Nicola Wealth Management Ltd.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Excalibur Management Corp
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Argentarii, LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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FT Vest Total Return Income Fund: Series A2
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Multi-strategy Growth & Income Fund
|
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Brevan Howard Capital Management LP
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Smith, Moore & Co.
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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Godsey & Gibb Associates
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Intrust Bank Na
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Professional Advisory Services Inc
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Novem Group
|
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Hughes Financial Services, LLC
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
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Capital A Wealth Management, LLC
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J.Safra Asset Management Corp
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Jlb & Associates Inc
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Retirement Systems of Alabama
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Tranquility Partners, LLC
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Mach-1 Financial Group, Inc.
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Nippon Life Global Investors Americas, Inc.
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Resources Management Corp /ct/ /adv
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Valeo Financial Advisors, LLC
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Ameriflex Group, Inc.
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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Aspire Growth Partners LLC
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XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
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First Hawaiian Bank
|
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AGH Wealth Advisors, LLC
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CAPROCK Group, Inc.
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Contravisory Investment Management, Inc.
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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Nebula Research & Development LLC
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Red Wave Investments LLC
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BayBridge Capital Group, LLC
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Little House Capital Llc
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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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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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Pin Oak Investment Advisors Inc
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NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
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City State Bank
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Clear Street Markets Llc
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
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Fielder Capital Group LLC
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Biltmore Family Office, LLC
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WP Advisors, LLC
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Phoenix Holdings Ltd.
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Vista Investment Partners Ii, Llc
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TriaGen Wealth Management LLC
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Us Bancorp \de\
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Marion Wealth Management
|
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Burney Co/
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Cambridge Financial Group, Inc.
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Ccm Investment Advisers Llc
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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Quantitative Investment Management, LLC
|
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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Reynders McVeigh Capital Management, LLC
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Cohen Capital Management, Inc.
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
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|
Fayez Sarofim & Co
|
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|
Grandfield & Dodd, Llc
|
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Cumberland Partners Ltd
|
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Provenance Wealth Advisors, LLC
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
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|
Cove Private Wealth, LLC
|
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|
Maryland State Retirement & Pension System
|
|
|
|
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
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|
First National Bank Of Omaha
|
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|
Covenant Asset Management, LLC
|
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|
Delta Accumulation, LLC
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
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|
Tidemark, LLC
|
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|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
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|
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|
Rothschild Investment Llc
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
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|
Zrc Wealth Management, Llc
|
|
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|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
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|
|
iA Global Asset Management Inc.
|
|
|
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|
|
Convergence Financial, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
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|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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Fox Hill Wealth Management
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|
Prime Capital Investment Advisors, LLC
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James Hambro & Partners
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IFG Advisory, LLC
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Savoir Faire Capital Management, L.P.
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Dakota Wealth Management
|
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|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
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Sand Hill Global Advisors, LLC
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M. Kraus & Co
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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Resona Asset Management Co.,Ltd.
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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Chicago Partners Investment Group LLC
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Sky Investment Group LLC
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LGT Group Foundation
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
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Soros Capital Management Llc
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Deutsche Bank Ag\
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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State Of Wisconsin Investment Board
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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State Of Michigan Retirement System
|
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Pine Haven Investment Counsel, Inc
|
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Maseco Llp
|
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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Kathmere Capital Management, LLC
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Comprehensive Financial Consultants Institutional, Inc.
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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Proactive Wealth Strategies LLC
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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Vestmark Advisory Solutions, Inc.
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Diversified Enterprises, LLC
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GWM Advisors LLC
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
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GoalVest Advisory LLC
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Lincluden Management Ltd
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Re Advisers Corp
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Waycross Partners, Llc
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Renaissance Technologies Llc
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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Davy Global Fund Management Ltd
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Alkeon Capital Management Llc
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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Perpetual Ltd
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
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ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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Aprio Wealth Management, LLC
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Empirical Finance, LLC
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Evelyn Partners Investment Management Services Ltd
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
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Fulton Bank, N.a.
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Cornell Pochily Investment Advisors, Inc.
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Atlantic Trust, LLC
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Wealthcare Advisory Partners LLC
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American National Bank
|
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|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
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|
Enterprise Financial Services Corp
|
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|
Xcel Wealth Management, LLC
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TCTC Holdings, LLC
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HORAN Wealth, LLC
|
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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|
Sciencast Management LP
|
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|
Cary Street Partner Investment Advisory Llc
|
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Trueblood Wealth Management, LLC
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
|
Asset Dedication, LLC
|
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|
Wedmont Private Capital
|
|
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|
Mascoma Wealth Management LLC
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
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|
|
PDS Planning, Inc
|
|
|
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|
|
Midwest Trust Co
|
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|
|
Simplicity Wealth,LLC
|
|
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|
Ellevest, Inc.
|
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|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Alapocas Investment Partners, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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Frazier Financial Advisors, LLC
|
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Liberty One Investment Management, Llc
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
Ameliora Wealth Management Ltd.
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
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|
|
Intrua Financial, LLC
|
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|
Ausdal Financial Partners, Inc.
|
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|
Buffington Mohr McNeal
|
|
|
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FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
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|
Archford Capital Strategies, LLC
|
|
|
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
State Street Corp
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
Beaumont Financial Advisors, LLC
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Berkeley, Inc
|
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Brinker Capital Investments, LLC
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VSTIX - VALIC Co I - Stock Index Fund
|
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Breakwater Investment Management
|
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New England Capital Financial Advisors LLC
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JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Marietta Investment Partners Llc
|
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Cwm, Llc
|
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Eqis Capital Management, Inc.
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Trust Asset Management LLC
|
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Canton Hathaway, LLC
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Stone House Investment Management, LLC
|
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PayPay Securities Corp
|
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California Public Employees Retirement System
|
|
|
|
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
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SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
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|
Caitong International Asset Management Co., Ltd
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
KADENSA CAPITAL Ltd
|
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New Century Financial Group, LLC
|
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City National Bank Of Florida /msd
|
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Krs Capital Management, Llc
|
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Lockerman Financial Group, Inc.
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
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|
Spdr S&p 500 Etf Trust
|
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|
Colony Group, LLC
|
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|
Rock Point Advisors, LLC
|
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Lcnb Corp
|
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St Germain D J Co Inc
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
|
|
Townsquare Capital Llc
|
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|
Parallel Advisors, LLC
|
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|
Wealth Dimensions Group, Ltd.
|
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|
LVW Advisors, LLC
|
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|
Creekmur Asset Management LLC
|
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Condor Capital Management
|
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|
Kimelman & Baird, LLC
|
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|
Toth Financial Advisory Corp
|
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|
Prestige Wealth Management Group LLC
|
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|
Deane Retirement Strategies, Inc.
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
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|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
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|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
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|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Silvercrest Asset Management Group Llc
|
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|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
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|
|
Heritage Wealth Advisors
|
|
|
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|
Wsfs Capital Management, Llc
|
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|
|
Farmers & Merchants Investments Inc
|
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|
RB Capital Management, LLC
|
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|
|
Axa S.a.
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Marshfield Associates
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
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Boyd Watterson Asset Management Llc/oh
|
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|
DoubleLine ETF Adviser LP
|
|
|
|
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|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
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|
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|
Athena Investment Management
|
|
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|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Associated Banc-corp
|
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|
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|
Bank Of Nova Scotia Trust Co
|
|
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|
Wrapmanager Inc
|
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|
Wellspring Financial Advisors, LLC
|
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
RKL Wealth Management LLC
|
|
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|
Cardinal Point Capital Management, ULC
|
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|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
Patton Albertson Miller Group, Llc
|
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|
Tiaa Trust, National Association
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
AIA Group Ltd
|
|
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|
Keener Financial Planning LLC
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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Bennett Selby Investments Lp
|
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Skopos Labs, Inc.
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Summit Trail Advisors, Llc
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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Berry Wealth Group, LP
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Core Alternative Capital
|
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|
TAGStone Capital, Inc.
|
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Chancellor Financial Group WB LP
|
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GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
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Siemens Fonds Invest GmbH
|
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
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|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
Aspire Private Capital, LLC
|
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McIlrath & Eck, LLC
|
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CMH Wealth Management LLC
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Tocqueville Asset Management L.p.
|
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N.E.W. Advisory Services LLC
|
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Morgan Stanley
|
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Texas Permanent School Fund
|
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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Arete Wealth Advisors, LLC
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
Sky-mountain Capital Management, Inc.
|
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Financial Insights, Inc.
|
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Northern Trust Corp
|
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Williams Jones Wealth Management, LLC.
|
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Brooks, Moore & Associates, Inc.
|
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Marks Group Wealth Management, Inc
|
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Twin Capital Management Inc
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
UBS Group AG
|
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Sigma Investment Counselors Inc
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Ci Investments Inc.
|
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Amica Mutual Insurance Co
|
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Sheets Smith Wealth Management
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
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|
|
|
Eisler Capital Management Ltd.
|
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|
Full Sail Capital, LLC
|
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|
Means Investment Co., Inc.
|
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Waldron Private Wealth LLC
|
|
|
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|
Blackston Financial Advisory Group, LLC
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
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|
Heritage Trust Co
|
|
|
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|
Capital Fund Management S.a.
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
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|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
LMR Partners LLP
|
|
|
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|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Empirical Capital Management, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Silvant Capital Management LLC
|
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Callan Capital, LLC
|
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
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|
Penserra Capital Management LLC
|
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|
Neo Ivy Capital Management
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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|
Parr Mcknight Wealth Management Group, Llc
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
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|
Alhambra Investment Partners LLC
|
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|
Prescott Group Capital Management, L.l.c.
|
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Community Trust & Investment Co
|
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|
Horizon Investments, LLC
|
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|
Kera Capital Partners, Inc.
|
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|
Principle Wealth Partners Llc
|
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LPL Financial LLC
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
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|
Goodman Advisory Group, LLC
|
|
|
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|
Value Star Asset Management (Hong Kong) Ltd
|
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|
Aquatic Capital Management LLC
|
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|
Ameriprise Financial Inc
|
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Caitlin John, LLC
|
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|
True North Advisors, LLC
|
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|
D.a. Davidson & Co.
|
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|
Wealthspire Advisors, LLC
|
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|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Guggenheim Capital Llc
|
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|
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Modera Wealth Management, LLC
|
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NewEdge Wealth, LLC
|
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Acap Strategic Fund
|
|
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Childress Capital Advisors, Llc
|
|
|
|
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|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
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|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Harvey Investment Co Llc
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Antonelli Financial Advisors, LLC
|
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|
Janney Montgomery Scott LLC
|
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|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
Citizens National Bank Trust Department
|
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|
|
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
Hudson Canyon Capital Management
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
Delta Financial Group, Inc.
|
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Insigneo Advisory Services, Llc
|
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Ycg, Llc
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Alerus Financial Na
|
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Magnolia Capital Advisors Llc
|
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ESL Trust Services, LLC
|
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Schear Investment Advisers, LLC
|
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Rise Advisors, LLC
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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Optas, LLC
|
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Agf Management Ltd
|
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Keystone Financial Group
|
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Turtle Creek Wealth Advisors, LLC
|
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|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
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|
Centric Wealth Management
|
|
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
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|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
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|
|
Virtu Financial LLC
|
|
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|
|
Continuum Advisory, LLC
|
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|
Acropolis Investment Management, LLC
|
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|
|
Proffitt & Goodson Inc
|
|
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|
WestEnd Advisors, LLC
|
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|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Bayberry Capital Partners LP
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Delaney Dennis R
|
|
|
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|
Marathon Asset Mgmt Ltd
|
|
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|
Kwmg, Llc
|
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
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|
Briaud Financial Planning, Inc
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Gifford Fong Associates
|
|
|
|
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|
StonePine Asset Management Inc.
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
|
|
|
Koshinski Asset Management, Inc.
|
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|
Stablepoint Partners, LLC
|
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|
NorthRock Partners, LLC
|
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|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
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|
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|
Credential Securities Inc.
|
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|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
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|
Everence Capital Management Inc
|
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|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
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|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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|
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|
|
Farmers Trust Co
|
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|
Asset Management One Co., Ltd.
|
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|
Pacer Advisors, Inc.
|
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|
Semmax Financial Advisors Inc.
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
Brentview Investment Management LLC
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|
Activest Wealth Management
|
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|
Verdence Capital Advisors LLC
|
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|
Anchor Investment Management, LLC
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|
Cottage Street Advisors LLC
|
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|
Hager Investment Management Services, Llc
|
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|
ORG Wealth Partners, LLC
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
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|
South Street Advisors LLC
|
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|
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|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Nixon Peabody Trust Co
|
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|
|
HCR Wealth Advisors
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
Buckingham Strategic Partners
|
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|
Forsta Ap-fonden
|
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|
Wd Rutherford Llc
|
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|
S.A. Mason LLC
|
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|
State of Alaska, Department of Revenue
|
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
OneAscent Financial Services LLC
|
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
Parsons Capital Management Inc/ri
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|
Canada Post Corp Registered Pension Plan
|
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|
Intrepid Capital Management Inc
|
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|
Td Asset Management Inc
|
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Total Wealth Planning, Llc
|
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
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|
49 Wealth Management, Llc
|
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Onefund, Llc
|
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|
MONECO Advisors, LLC
|
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|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
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|
Twin Tree Management, LP
|
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|
Fiduciary Trust Co
|
|
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|
Cacti Asset Management Llc
|
|
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|
|
Andra AP-fonden
|
|
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|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Brighton Jones Llc
|
|
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|
|
Catalina Capital Group, LLC
|
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|
Burns Matteson Capital Management, LLC
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
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|
|
St. Louis Trust Co
|
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|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Durante & Waters, Llc
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
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Virtus Investment Advisers, Inc.
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
New Mexico Educational Retirement Board
|
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Norinchukin Bank, The
|
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Marco Investment Management Llc
|
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Sapient Capital Llc
|
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Resurgent Financial Advisors LLC
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
Essex LLC
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Letson Investment Management, Inc.
|
|
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|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
|
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|
Kilter Group LLC
|
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|
Rothschild Capital Partners, LLC
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WASHINGTON TRUST Co
|
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Mml Investors Services, Llc
|
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Busey Wealth Management
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
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|
Capital Advisors, Ltd. LLC
|
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Ashton Thomas Private Wealth, LLC
|
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NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
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|
Calamos Strategic Total Return Fund
|
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|
Waverton Investment Management Ltd
|
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Camden Capital, LLC
|
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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Grove Bank & Trust
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Bridgewater Advisors Inc.
|
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Cyndeo Wealth Partners, LLC
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Inceptionr Llc
|
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Oak Thistle LLC
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
Hemenway Trust Co LLC
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Smart Money Group LLC
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Shell Asset Management Co
|
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Nikulski Financial, Inc.
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DAVENPORT & Co LLC
|
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BCJ Capital Management, LLC
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Kingsview Wealth Management, LLC
|
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Carl P. Sherr & Co., LLC
|
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FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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|
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|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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|
Nomura Asset Management Co Ltd
|
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Lvm Capital Management Ltd/mi
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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Voya Investment Management Llc
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Luminist Capital LLC
|
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|
London & Capital Asset Management Ltd
|
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|
Monte Financial Group, LLC
|
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|
Buckley Wealth Management, LLC
|
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|
Schwartz Investment Counsel Inc
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
True Wealth Design, LLC
|
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|
Baker Chad R
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Accredited Investors Inc.
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
HighPoint Advisor Group LLC
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Meiji Yasuda Life Insurance Co
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
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|
Truepoint, Inc.
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Empire Life Investments Inc.
|
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Mirova US LLC
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KBC Group NV
|
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Captrust Financial Advisors
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Peterson Wealth Services
|
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Sierra Ocean, Llc
|
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Osprey Private Wealth LLC
|
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
MONTX - MONETTA TRUST - Monetta Fund
|
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|
Private Wealth Management Group, LLC
|
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|
Bank Of Nova Scotia
|
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|
Kornitzer Capital Management Inc /ks
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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First National Bank of Mount Dora, Trust Investment Services
|
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|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
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|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
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|
Sittner & Nelson, Llc
|
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Emerald Advisers, Llc
|
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Klingenstein Fields & Co Lp
|
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|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Scotia Capital Inc.
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Wealthquest Corp
|
|
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
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|
DRW Securities, LLC
|
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|
Bigelow Investment Advisors, LLC
|
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|
Allspring Global Investments Holdings, LLC
|
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|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
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|
Platform Technology Partners
|
|
|
|
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|
Transamerica Financial Advisors, Inc.
|
|
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
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|
Boothbay Fund Management, Llc
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
|
|
Sandler Capital Management
|
|
|
|
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|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Jones Road Capital Management, L.p.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
Baldwin Brothers Inc/ma
|
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|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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|
|
Riverbridge Partners Llc
|
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|
|
Barnes Dennig Private Wealth Management LLC
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
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|
|
Wellington Management Group Llp
|
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|
Truvestments Capital Llc
|
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Commonwealth Retirement Investments LLC
|
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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|
Lawson Kroeker Investment Management Inc/ne
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Motco
|
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Cookson Peirce & Co Inc
|
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|
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Gen-Wealth Partners Inc
|
|
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|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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Covestor Ltd
|
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Castleark Management Llc
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Lowe Brockenbrough & Co Inc
|
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Lord, Abbett & Co. Llc
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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Laurion Capital Management LP
|
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Signature Estate & Investment Advisors Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
Harvest Fund Management Co., Ltd
|
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|
Catalyst Capital Advisors LLC
|
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|
Dempze Nancy E
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Cincinnati Casualty Co
|
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|
Pittenger & Anderson Inc
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
TigerOak Management, L.L.C.
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Outlook Wealth Advisors, LLC
|
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Mizuho Securities Usa Llc
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Sageworth Trust Co
|
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Reuter James Wealth Management, Llc
|
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Concurrent Investment Advisors, LLC
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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Hilton Capital Management, LLC
|
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|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
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|
Philadelphia Trust Co
|
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|
Simmons Bank
|
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|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
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|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Blue Chip Partners, Inc.
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
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|
Kestra Investment Management, LLC
|
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BTG Pactual Asset Management US LLC
|
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|
Allstate Corp
|
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|
Fulcrum Asset Management LLP
|
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|
Single Point Partners, LLC
|
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|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Orion Capital Management LLC
|
|
|
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|
|
Webster Bank, N. A.
|
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
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|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
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|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
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|
First Commonwealth Financial Corp /pa/
|
|
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|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
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|
|
Avidian Wealth Solutions, LLC
|
|
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|
|
Rialto Wealth Management, LLC
|
|
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|
|
Asset Advisors Investment Management, LLC
|
|
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|
|
Capricorn Fund Managers Ltd
|
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|
|
Cincinnati Insurance Co
|
|
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|
|
WealthPLAN Partners, LLC
|
|
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|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
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|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
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|
Ostrum Asset Management
|
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|
United Capital Financial Advisers, Llc
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Mizuho Securities Usa Llc
|
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|
Steadfast Capital Management Lp
|
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|
MBM Wealth Consultants, LLC
|
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|
Mcdonald Partners Llc
|
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|
Ameritas Investment Partners, Inc.
|
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|
Park Place Capital Corp
|
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Brown, Lisle/cummings, Inc.
|
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Pathstone Holdings, LLC
|
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|
Baltimore-Washington Financial Advisors, Inc.
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|
Geneos Wealth Management Inc.
|
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|
Mediolanum International Funds Ltd
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
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|
Luken Investment Analytics, LLC
|
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|
1248 Management, LLC
|
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First Horizon Advisors, Inc.
|
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|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
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|
Wealth Effects Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
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|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
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|
Murphy Pohlad Asset Management LLC
|
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|
Nicholas Hoffman & Company, LLC.
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
|
|
Portside Wealth Group, LLC
|
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Global Assets Advisory, LLC
|
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Highview Capital Management LLC/DE/
|
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Profunds - Profund Vp Bull
|
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Capital International Investors
|
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Mandatum Life Insurance Co Ltd
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
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|
Northeast Investment Management
|
|
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Global Wealth Management Investment Advisory, Inc.
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
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|
Stock Yards Bank & Trust Co
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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|
Bradley Foster & Sargent Inc/ct
|
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Private Trust Co Na
|
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Birch Hill Investment Advisors LLC
|
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Integrity Alliance, Llc.
|
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FSA Wealth Management LLC
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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|
Hunter Associates Investment Management Llc
|
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|
Indiana Trust & Investment Management CO
|
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Caldwell Securities, Inc
|
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|
Clean Yield Group
|
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|
HB Wealth Management, LLC
|
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Court Place Advisors, LLC
|
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Mainstream Capital Management LLC
|
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ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
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|
Palumbo Wealth Management LLC
|
|
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|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
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|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
Sutton Place Investors Llc
|
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|
Balyasny Asset Management Llc
|
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|
First Command Advisory Services, Inc.
|
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|
IMC-Chicago, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
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|
|
Vestcor Inc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
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|
|
Pictet Asset Management Holding SA
|
|
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|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
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|
|
GAMMA Investing LLC
|
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|
|
SevenBridge Financial Group, LLC
|
|
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|
|
Gts Securities Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
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|
Barrett & Company, Inc.
|
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|
Generation Capital Management LLC
|
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|
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
|
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|
Ritholtz Wealth Management
|
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|
American Trust
|
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|
Summit Financial, LLC
|
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|
Northeast Financial Consultants Inc
|
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|
Sawgrass Asset Management Llc
|
|
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|
Laraway Financial Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
SNS Financial Group, LLC
|
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|
BancorpSouth Bank
|
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|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Toronto Dominion Bank
|
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|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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|
Fidelis Capital Partners, LLC
|
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|
McAdam, LLC
|
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|
Signature Resources Capital Management, LLC
|
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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|
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|
Bank of Jackson Hole Trust
|
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|
Root Financial Partners, LLC
|
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|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
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|
Hanson & Doremus Investment Management
|
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|
Cibc World Markets Corp
|
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Sandy Spring Bank
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
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|
Advisory Alpha, LLC
|
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|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
Teca Partners, LP
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
German American Bancorp, Inc.
|
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|
Arthur M. Cohen & Associates, Llc
|
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|
Crescent Grove Advisors, LLC
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Orrstown Financial Services Inc
|
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|
New World Advisors LLC
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Advyzon Investment Management, LLC
|
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|
Aaron Wealth Advisors LLC
|
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|
LeClair Wealth Partners LLC
|
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|
United Bank
|
|
|
|
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|
HFM Investment Advisors, LLC
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
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|
Capital Investment Advisory Services, LLC
|
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|
China Universal Asset Management Co., Ltd.
|
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|
Dimensional Fund Advisors Lp
|
|
|
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|
Resonant Capital Advisors, LLC
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
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|
JustInvest LLC
|
|
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|
Comerica Bank
|
|
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|
Key FInancial Inc
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
LOM Asset Management Ltd
|
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|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Weybosset Research & Management Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
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Beta Wealth Group, Inc.
|
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|
Wendell David Associates Inc
|
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|
Kovitz Investment Group Partners, LLC
|
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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|
Union Savings Bank
|
|
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|
FORA Capital, LLC
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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|
LRI Investments, LLC
|
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|
Breakwater Capital Group
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
|
Lebenthal Global Advisors, LLC
|
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|
Fairvoy Private Wealth, LLC
|
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|
Blue Investment Partners LLC
|
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|
|
Thrivent Financial For Lutherans
|
|
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|
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|
Kelly Lawrence W & Associates Inc/ca
|
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|
Wilkinson Global Asset Management LLC
|
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|
Plimoth Trust Co Llc
|
|
|
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FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
|
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|
Crux Wealth Advisors
|
|
|
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
DecisionPoint Financial, LLC
|
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|
Iron Horse Wealth Management, LLC
|
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Greenwood Capital Associates Llc
|
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Profunds - Profund Vp Large-cap Growth
|
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|
GSB Wealth Management, LLC
|
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Opal Wealth Advisors, LLC
|
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|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
3Chopt Investment Partners, LLC
|
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Vivaldi Capital Management, LLC
|
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Daymark Wealth Partners, Llc
|
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|
Swedbank AB
|
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|
AdvisorNet Financial, Inc
|
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Federation des caisses Desjardins du Quebec
|
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denkapparat Operations GmbH
|
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Waterloo Capital, L.P.
|
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Spirepoint Private Client, Llc
|
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Interchange Capital Partners, LLC
|
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|
Unisphere Establishment
|
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Achmea Investment Management B.V.
|
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Hendley & Co Inc
|
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|
Pensionmark Financial Group, Llc
|
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|
Sunbelt Securities, Inc.
|
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Qsemble Capital Management, LP
|
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|
Garrison Bradford & Associates Inc
|
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Financial Advisory Service, Inc.
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
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|
Corient IA LLC
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
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|
|
GM Advisory Group, Inc.
|
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Bristol John W & Co Inc /ny/
|
|
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|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
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|
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|
Guardian Wealth Advisors, Llc / Nc
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Legacy Bridge, LLC
|
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|
SJS Investment Consulting Inc.
|
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WPG Advisers, LLC
|
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|
McMahon Financial Advisors, LLC
|
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|
Copia Wealth Management
|
|
|
|
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|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
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|
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|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
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|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
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Ironwood Investment Counsel, LLC
|
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Progressive Investment Management Corp
|
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Alta Advisers Ltd
|
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Coordinated Financial Services, Inc.
|
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|
HFR Wealth Management, LLC
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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|
Meeder Advisory Services, Inc.
|
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|
CenterBook Partners LP
|
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|
Prospera Financial Services Inc
|
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
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|
Goelzer Investment Management, Inc.
|
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Berkshire Asset Management Llc/pa
|
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Capital Research Global Investors
|
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|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
Pnc Financial Services Group, Inc.
|
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Robeco Institutional Asset Management B.V.
|
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Legacy Wealth Managment, LLC/ID
|
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Klein Pavlis & Peasley Financial, Inc.
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Brown Brothers Harriman & Co
|
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|
California State Teachers Retirement System
|
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Fortune Financial Advisors, LLC
|
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Burling Wealth Partners, Llc
|
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ProShare Advisors LLC
|
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Financial Management Professionals, Inc.
|
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Eaton Vance Enhanced Equity Income Fund Ii
|
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EPG Wealth Management LLC
|
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Qtron Investments LLC
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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Cidel Asset Management Inc
|
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|
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|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Golden State Wealth Management, LLC
|
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PFG Advisors
|
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TFR Capital, LLC.
|
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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KG&L Capital Management,LLC
|
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Impact Asset Management GmbH
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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Unique Wealth, Llc
|
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RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
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Evanson Asset Management, LLC
|
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Ninepoint Partners LP
|
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Vanguard Group Inc
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
Miller Investment Management, LP
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
Courier Capital Llc
|
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|
Tounjian Advisory Partners, Llc
|
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|
Teachers Insurance & Annuity Association Of America
|
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|
Lido Advisors, LLC
|
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|
Segall Bryant & Hamill, Llc
|
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|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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|
Heartland Bank & Trust Co
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
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|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
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|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
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|
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|
Harbour Investments, Inc.
|
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|
Addenda Capital Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Binnacle Investments Inc
|
|
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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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|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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|
Credit Industriel Et Commercial
|
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|
Focused Investors LLC
|
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CHB Investment Group, LLC
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National Asset Management, Inc.
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Laffer Investments
|
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AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
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Gilliland Jeter Wealth Management LLC
|
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|
We Are One Seven, LLC
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Shellback Capital, LP
|
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|
Arrow Financial Corp
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Lmcg Investments, Llc
|
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Brady Family Wealth, Llc
|
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Central Pacific Bank - Trust Division
|
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|
Capital Investment Counsel, Inc
|
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Clearbridge Investments, LLC
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Wealthfront Advisers Llc
|
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Regions Financial Corp
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Conway Capital Management, Inc.
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Cynosure Management, Llc
|
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Cantor Fitzgerald Investment Adviser L.p.
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
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|
Cubist Systematic Strategies, LLC
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
Cape Ann Savings Bank
|
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Massachusetts Financial Services Co /ma/
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
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|
Charter Oak Capital Management, LLC
|
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|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
Texas Yale Capital Corp.
|
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|
Tcw Group Inc
|
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Stonegate Investment Group, LLC
|
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Wealthstream Advisors, Inc.
|
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Janus Henderson Group Plc
|
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Princeton Capital Management Llc
|
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Lecap Asset Management Ltd
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Pointe Capital Management LLC
|
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Marshall Wace, Llp
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
Stonebridge Capital Advisors LLC
|
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|
Hazlett, Burt & Watson, Inc.
|
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Dagco, Inc.
|
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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|
Tempus Wealth Planning, LLC
|
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Natural Investments, Llc
|
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Spire Wealth Management
|
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DecisionMap Wealth Management, LLC
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Altshuler Shaham Ltd
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
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|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Cullinan Associates Inc
|
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|
Country Trust Bank
|
|
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E. Ohman J:or Asset Management AB
|
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Copeland Capital Management, LLC
|
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|
Everhart Financial Group, Inc.
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
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|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
StoneX Group Inc.
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
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|
Ballast Advisors Llc
|
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|
Warren Averett Asset Management, LLC
|
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|
Baxter Bros Inc
|
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|
Thompson Siegel & Walmsley Llc
|
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|
McBroom & Associates, LLC
|
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|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
McLean Asset Management Corp
|
|
|
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|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
TLW Wealth Management, LLC
|
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|
|
Haverford Trust Co
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
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|
Mosaic Financial Group, Llc
|
|
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|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
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|
|
Radnor Capital Management, LLC
|
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|
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|
|
Farringdon Capital, Ltd.
|
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|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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Confluence Investment Management Llc
|
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GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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Osher Van de Voorde Investment Management
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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Financial Network Wealth Advisors LLC
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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GW&K Investment Management, LLC
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Hartland & Co., LLC
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MBL Wealth, LLC
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Atalanta Sosnoff Capital, Llc
|
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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Steel Peak Wealth Management LLC
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Concorde Financial Corp
|
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Horan Capital Advisors, LLC.
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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MetLife Investment Management, LLC
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Mayport, Llc
|
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Money Concepts Capital Corp
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Confluence Wealth Services, Inc.
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Petredis Investment Advisors Llc
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Kessler Investment Group, LLC
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VCULX - VALIC Co I - Growth Fund
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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First American Trust, Fsb
|
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Bartlett & Co. Wealth Management Llc
|
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Marshall & Sterling Wealth Advisors Inc.
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Ethos Financial Group, LLC
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Forum Financial Management, LP
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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Boreal Capital Management LLC
|
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SILVER OAK SECURITIES, Inc
|
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Institutional Investment Strategy Fund
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Kentucky Retirement Systems
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
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George Kaiser Family Foundation
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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|
Journey Strategic Wealth Llc
|
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Valmark Advisers, Inc.
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Sit Investment Associates Inc
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Creative Capital Management Investments LLC
|
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Central Bank & Trust Co
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Abel Hall, LLC
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
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Empowered Funds, LLC
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Guardian Capital Lp
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Nvwm, Llc
|
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Bnp Paribas Arbitrage, Sa
|
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Perennial Investment Advisors, LLC
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Channing Global Advisors, Llc
|
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Rheos Capital Works Inc.
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Tacita Capital Inc
|
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Pinnacle Associates Ltd
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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|
Fisher Asset Management, LLC
|
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Ubs Asset Management Americas Inc
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
AMJ Financial Wealth Management
|
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|
RMB Capital Management, LLC
|
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Azimuth Capital Investment Management LLC
|
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|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
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|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
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|
Ontario Teachers Pension Plan Board
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Bolthouse Investments, LLC
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
44 Wealth Management Llc
|
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|
FDx Advisors, Inc.
|
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Robbins Farley Llc
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Stony Point Capital LLC
|
|
|
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|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
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|
Westpac Banking Corp
|
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|
Cottonwood Capital Advisors, Llc
|
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|
Huntington National Bank
|
|
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|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
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|
|
Umb Bank N A/mo
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
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|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
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|
|
|
NWK Group, Inc.
|
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|
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|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Katamaran Capital LLP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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Commerce Bank
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
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Walleye Trading LLC
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Figure 8 Investment Strategies Llc
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
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SMART Wealth LLC
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Cape Investment Advisory, Inc.
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Enclave Advisors LLC
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
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Cornerstone Advisory, LLC
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Lee Financial Co
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Five Oceans Advisors
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Tritonpoint Wealth, Llc
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Mount Yale Investment Advisors, LLC
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Thoroughbred Financial Services, Llc
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Insight Wealth Strategies, LLC
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
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Clark Capital Management Group, Inc.
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AllSquare Wealth Management LLC
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Trust Co of the South
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Relyea Zuckerberg Hanson LLC
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RFG - Bristol Wealth Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
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Canvas Wealth Advisors, LLC
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Cincinnati Indemnity Co
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Renaissance Investment Group LLC
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Stance Capital Llc
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Daiwa Securities Group Inc.
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Allred Capital Management, LLC
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Gryphon Financial Partners LLC
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MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Ascent Wealth Partners, LLC
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
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MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
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LGT Financial Advisors LLC
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SG Americas Securities, LLC
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Pictet & Cie (Europe) SA
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Pflug Koory, LLC
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
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CX Institutional
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Icon Wealth Advisors, LLC
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Panagora Asset Management Inc
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Great Lakes Retirement, Inc.
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First Merchants Corp
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Ruggaard & Associates LLC
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Strategic Wealth Partners, Ltd.
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Iowa State Bank
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Quent Capital, LLC
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Phillips Wealth Planners LLC
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R Squared Ltd
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Southeast Asset Advisors Inc.
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Wallington Asset Management, LLC
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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Conning Inc.
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Carson Advisory Inc.
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Bank of New Hampshire
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Bangor Savings Bank
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
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GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
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Ancora Advisors, LLC
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Massmutual Trust Co Fsb/adv
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