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Flaharty Asset Management, LLC
|
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Sagard Holdings Management Inc.
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Wolverine Asset Management Llc
|
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Graybill Bartz & Assoc Ltd
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Aspen Grove Capital, LLC
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Carolina Wealth Advisors, LLC
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National Wealth Management Group, LLC
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Dunhill Financial, LLC
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Osterweis Capital Management Inc
|
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Intrua Financial, LLC
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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|
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|
Heritage Wealth Advisors
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
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|
Meridian Management Co
|
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|
Susquehanna International Group, Llp
|
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JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
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First Merchants Corp
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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Plante Moran Financial Advisors, LLC
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First Long Island Investors, LLC
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Mcdaniel Terry & Co
|
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Harrington Investments, INC
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BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
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MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
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Arlington Partners LLC
|
|
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|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Financial Network Wealth Advisors LLC
|
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Wedbush Securities Inc
|
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Guardian Wealth Advisors, Llc / Nc
|
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Hayek Kallen Investment Management
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Ashton Thomas Securities, Llc
|
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Fidelis Capital Partners, LLC
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CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
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Eagle Rock Investment Company, Llc
|
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Granite Investment Partners, LLC
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GQETX - GMO TRUST - GMO Quality Fund Class III
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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Bank of Jackson Hole Trust
|
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Clarendon Private LLC
|
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Three Seasons Wealth, LLC
|
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Capital International Sarl
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
Guggenheim Strategic Opportunities Fund
|
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BKD Wealth Advisors, LLC
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|
Barrett & Company, Inc.
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Walleye Trading LLC
|
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Intellectus Partners, LLC
|
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Hopwood Financial Services, Inc.
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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Freestone Capital Holdings, LLC
|
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Legacy Private Trust Co.
|
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Pathstone Holdings, LLC
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Waverton Investment Management Ltd
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
Cullen/frost Bankers, Inc.
|
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Port Capital LLC
|
|
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|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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|
|
Argent Trust Co
|
|
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|
Perkins Coie Trust Co
|
|
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|
Patton Fund Management, Inc.
|
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|
Moran Wealth Management, LLC
|
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|
CX Institutional
|
|
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|
James Investment Research Inc
|
|
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|
|
Maven Securities LTD
|
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|
|
Financial Management Network Inc
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
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|
|
Field & Main Bank
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Mcmorgan & Co Llc
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Ratan Capital Management LP
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
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|
|
|
|
Williams Jones Wealth Management, LLC.
|
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|
|
Mirova US LLC
|
|
|
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|
|
Maren Capital LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
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|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
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|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Mission Wealth Management, Lp
|
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|
Plancorp, LLC
|
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|
Signal Advisors Wealth, LLC
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
BancorpSouth Bank
|
|
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|
Red Door Wealth Management, LLC
|
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|
|
Veritas Asset Management LLP
|
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|
PFG Investments, LLC
|
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|
State Of Wisconsin Investment Board
|
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|
Hanson & Doremus Investment Management
|
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|
Blue Fin Capital, Inc.
|
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Allianz Asset Management GmbH
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
Mackenzie Financial Corp
|
|
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|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Castle Rock Wealth Management, LLC
|
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|
GM Advisory Group, Inc.
|
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|
Sandy Spring Bank
|
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Processus Wealth & Capital Management, LLC
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
Graham Capital Management, L.P.
|
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|
Novare Capital Management Llc
|
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|
Syntax Research, Inc.
|
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|
Bigelow Investment Advisors, LLC
|
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|
Aegis Wealth Management LLC
|
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|
First Western Trust Bank
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
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|
Versor Investments LP
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
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|
|
Snyder Capital Management L P
|
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|
Breed's Hill Capital LLC
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Valley Brook Capital Group, Inc.
|
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|
Federated Hermes, Inc.
|
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|
Gulf International Bank (UK) Ltd
|
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Keel Point, LLC
|
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|
New Hampshire Trust
|
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|
Silvercrest Asset Management Group Llc
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Investment House Llc
|
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|
Lawson Kroeker Investment Management Inc/ne
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Berger Financial Group, Inc
|
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|
Harwood Advisory Group, LLC
|
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|
Millstone Evans Group, LLC
|
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Rock Springs Capital Management LP
|
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|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
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|
Sycomore Asset Management
|
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|
|
Valicenti Advisory Services Inc
|
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|
|
|
Crawford Investment Counsel Inc
|
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|
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|
|
Cabot Wealth Management Inc
|
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|
|
Chancellor Financial Group WB LP
|
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|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Route One Investment Company, L.P.
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Caledonia Investments Plc
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Mader & Shannon Wealth Management, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Emprise Bank
|
|
|
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Bordeaux Wealth Advisors LLC
|
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|
|
|
Sound Income Strategies, LLC
|
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|
|
Keeler THomas Management LLC
|
|
|
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|
First Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
Greenleaf Trust
|
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|
Two Sigma Investments, Lp
|
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|
Salem Investment Counselors Inc
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
|
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|
Worldquant Millennium Advisors Llc
|
|
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|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
J. Stern & Co. LLP
|
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|
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|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
Legacy Bridge, LLC
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|
Spirepoint Private Client, Llc
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
Natixis
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|
Haverford Trust Co
|
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|
National Pension Service
|
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|
Valued Wealth Advisors LLC
|
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|
Waterloo Capital, L.P.
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
|
|
|
Bdf-gestion
|
|
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|
Savant Capital, LLC
|
|
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|
Institute for Wealth Management, LLC.
|
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|
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|
Ubs Asset Management Americas Inc
|
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|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
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|
|
Empower Advisory Group, LLC
|
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JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
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|
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|
Mairs & Power Inc
|
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|
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|
Regions Financial Corp
|
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ICONIQ Capital, LLC
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
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|
Dynamic Technology Lab Private Ltd
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
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|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
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|
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|
GoalVest Advisory LLC
|
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|
Rossmore Private Capital
|
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|
T. Rowe Price Investment Management, Inc.
|
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|
Strategic Wealth Designers
|
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|
Capital International Inc /ca/
|
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|
Clark Capital Management Group, Inc.
|
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Sky Investment Group LLC
|
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PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
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Montag & Caldwell, Llc
|
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Texas Permanent School Fund
|
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|
Pictet & Cie (Europe) SA
|
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|
Kathmere Capital Management, LLC
|
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|
Northeast Financial Consultants Inc
|
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Profunds - Profund Vp Bull
|
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|
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Umb Bank N A/mo
|
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VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
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|
Tudor Investment Corp Et Al
|
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MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
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|
Lakeshore Capital Group, Inc.
|
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Bremer Bank National Association
|
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Prescott Group Capital Management, L.l.c.
|
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Baker Avenue Asset Management, LP
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
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|
Private Advisor Group, LLC
|
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
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|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
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|
Neuberger Berman Group LLC
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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|
|
Addenda Capital Inc.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
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|
|
Westmount Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Glenview Capital Management, Llc
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Criteria Caixa, S.a.u.
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
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|
Caitong International Asset Management Co., Ltd
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Lvm Capital Management Ltd/mi
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Sei Investments Co
|
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Highland Capital Management, Llc
|
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Hartland & Co., LLC
|
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Hazlett, Burt & Watson, Inc.
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Stonehage Fleming Financial Services Holdings Ltd
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Moors & Cabot, Inc.
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AustralianSuper Pty Ltd
|
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D.B. Root & Company, LLC
|
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Kingswood Wealth Advisors, Llc
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
CBOE Vest Financial, LLC
|
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|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
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|
Adviser Investments LLC
|
|
|
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|
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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|
Goodman Advisory Group, LLC
|
|
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Zwj Investment Counsel Inc
|
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OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
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|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Integrity Alliance, Llc.
|
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M3 Advisory Group, LLC
|
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TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
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|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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Ipswich Investment Management Co., Inc.
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Hemington Wealth Management
|
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Ironwood Investment Counsel, LLC
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Gouws Capital LLC
|
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Sawyer & Company, Inc
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Kilter Group LLC
|
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Hall Capital Management Co Inc
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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Retirement Systems of Alabama
|
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Invesco, Llc
|
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Andra AP-fonden
|
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NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
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Talon Private Wealth, LLC
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IAG Wealth Partners, LLC
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MAI Capital Management
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Howard Capital Management Group, LLC
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Bridgefront Capital, LLC
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TCTC Holdings, LLC
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US Asset Management LLC
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Brinker Capital Investments, LLC
|
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MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
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|
IFG Advisors, LLC
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|
Evergreen Private Wealth LLC
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Professional Advisory Services Inc
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Factory Mutual Insurance Co
|
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Cary Street Partners Financial Llc
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Morton Brown Family Wealth, LLC
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
Ninety One UK Ltd
|
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|
|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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Jain Global LLC
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Illinois Municipal Retirement Fund
|
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Kimelman & Baird, LLC
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Simplify Asset Management Inc.
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Sound View Wealth Advisors Group, LLC
|
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|
Pennsylvania Capital Management Inc /adv
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
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|
|
Private Capital Management, LLC
|
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|
Petrus Trust Company, LTA
|
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Mariner, LLC
|
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Lummis Asset Management, LP
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
Caas Capital Management Lp
|
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|
Plum Street Advisors, LLC
|
|
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|
New World Advisors LLC
|
|
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|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
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|
|
YANKCOM Partnership
|
|
|
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|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
|
Cynosure Management, Llc
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
ORG Partners LLC
|
|
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|
|
Renasant Bank
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
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SWAN Capital LLC
|
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Parallax Volatility Advisers, L.P.
|
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|
Pacific Sage Partners, LLC
|
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|
Silver Lake Advisory, LLC
|
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|
Cherry Tree Wealth Management, LLC
|
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DRW Securities, LLC
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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Bayesian Capital Management, LP
|
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Cantillon Capital Management Llc
|
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Talbot Financial, LLC
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Peterson Wealth Services
|
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|
Limestone Investment Advisors LP
|
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LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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Becker Capital Management Inc
|
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
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M&G Plc
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Rosenberg Matthew Hamilton
|
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Yousif Capital Management, Llc
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Gluskin Sheff & Assoc Inc
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UMA Financial Services, Inc.
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Journey Strategic Wealth Llc
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
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QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
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GLOBALT Investments LLC / GA
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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Marshall & Sullivan Inc /wa/
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Front Row Advisors LLC
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National Mutual Insurance Federation of Agricultural Cooperatives
|
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
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Nvwm, Llc
|
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North Dallas Bank & Trust Co
|
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Clifford Swan Investment Counsel Llc
|
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Wealth Enhancement Advisory Services, Llc
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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Mv Capital Management, Inc.
|
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First County Bank /CT/
|
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Duncan Williams Asset Management, LLC
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Castleview Partners, Llc
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Braidwell Lp
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BI Asset Management Fondsmaeglerselskab A/S
|
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Premier Path Wealth Partners, LLC
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Glen Eagle Advisors, LLC
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JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
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REAP Financial Group, LLC
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Aware Super Pty Ltd as trustee of Aware Super
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
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LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
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Nbt Bank N A /ny
|
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Raleigh Capital Management Inc.
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HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
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FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
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GAM Holding AG
|
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Chicago Partners Investment Group LLC
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
Blueshift Asset Management, LLC
|
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|
Maj Invest Holding A/S
|
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|
Winch Advisory Services, LLC
|
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|
Elwood & Goetz Wealth Advisory Group, LLC
|
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|
Fairman Group, LLC
|
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|
Sharkey, Howes & Javer
|
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|
Vision Financial Markets Llc
|
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Perigon Wealth Management, LLC
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
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|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
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|
Forsta Ap-fonden
|
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|
Cyrus J. Lawrence, LLC
|
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Shorepoint Capital Partners LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
Great Valley Advisor Group, Inc.
|
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|
Bogart Wealth, LLC
|
|
|
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|
Rowland & Co Investment Counsel/adv
|
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|
Financial Advocates Investment Management
|
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|
Atalan Capital Partners, LP
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
Accredited Investors Inc.
|
|
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|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
LifePlan Financial, LLC
|
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|
Portland Global Advisors LLC
|
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|
Orbimed Advisors Llc
|
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|
Hara Capital LLC
|
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|
Chesapeake Wealth Management
|
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|
True Wealth Design, LLC
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
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|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
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|
Groupama Asset Managment
|
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|
Lathrop Investment Management Corp
|
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|
Montis Financial, LLC
|
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|
Voloridge Investment Management, Llc
|
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|
Delta Financial Group, Inc.
|
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|
Russell Investments Group, Ltd.
|
|
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|
Avanza Fonder AB
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Eversept Partners, LP
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Lane Generational LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
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Bell Asset Management Ltd
|
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Capital A Wealth Management, LLC
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Leisure Capital Management
|
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|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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|
Rialto Wealth Management, LLC
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|
Credential Qtrade Securities Inc.
|
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|
Gotham Asset Management, LLC
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Woodline Partners LP
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Pineridge Advisors LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Rodgers & Associates, LTD
|
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|
Pictet North America Advisors SA
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Ako Capital Llp
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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|
Financially Speaking Inc
|
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|
Salomon & Ludwin, LLC
|
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|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
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|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
MidWestOne Financial Group, Inc.
|
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Intrust Bank Na
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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CHICAGO TRUST Co NA
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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Smithfield Trust Co
|
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Avantax Advisory Services, Inc.
|
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Everett Harris & Co /ca/
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Archford Capital Strategies, LLC
|
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Sawgrass Asset Management Llc
|
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Haverford Financial Services, Inc.
|
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SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
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|
Simon Quick Advisors, Llc
|
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Prosperity Consulting Group, LLC
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Activest Wealth Management
|
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Sit Investment Associates Inc
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Chelsea Counsel Co
|
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Monetary Management Group Inc
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Wells Fargo & Company/mn
|
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Stephens Consulting, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
Quilter Plc
|
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Whitener Capital Management, Inc.
|
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Amica Mutual Insurance Co
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Umpqua Bank
|
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|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
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|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
Harbour Capital Advisors, LLC
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
Tanager Wealth Management LLP
|
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|
EFG Asset Management (Americas) Corp.
|
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|
Cypress Capital Group
|
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Aquatic Capital Management LLC
|
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|
United Asset Strategies, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
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|
DAVENPORT & Co LLC
|
|
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|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
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|
Eastern Bank
|
|
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|
Raymond James Financial Inc
|
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|
Tortoise Investment Management, LLC
|
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|
Bank Of Nova Scotia
|
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|
Douglass Winthrop Advisors, LLC
|
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|
DT Investment Partners, LLC
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
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|
Camden Capital, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Armistice Capital, Llc
|
|
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|
|
|
Kovack Advisors, Inc.
|
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|
|
Harbour Investments, Inc.
|
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|
LVW Advisors, LLC
|
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|
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|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
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|
|
|
Financial Avengers, Inc.
|
|
|
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|
Glenmede Investment Management, LP
|
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|
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
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Headinvest, Llc
|
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|
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
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|
|
Canada Post Corp Registered Pension Plan
|
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|
|
|
|
Keybank National Association/oh
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
|
|
|
Kanawha Capital Management Llc
|
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|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
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|
|
|
Mengis Capital Management, Inc.
|
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|
Hudson Valley Investment Advisors Inc /adv
|
|
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|
LaFleur & Godfrey LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
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|
|
Reuter James Wealth Management, Llc
|
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|
Bell Investment Advisors, Inc
|
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|
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|
Foster Victor Wealth Advisors, LLC
|
|
|
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|
BlackRock, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
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|
|
|
|
Aptus Capital Advisors, LLC
|
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|
Charter Oak Capital Management, LLC
|
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|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
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|
Exencial Wealth Advisors, Llc
|
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|
|
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|
Dakota Wealth Management
|
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|
TBH Global Asset Management, LLC
|
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|
Pacific Center for Financial Services
|
|
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Prossimo Advisors, LLC
|
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|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
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|
|
|
|
Gabelli Dividend & Income Trust
|
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|
|
|
|
Harrell Investment Partners, Llc
|
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|
Sachetta, LLC
|
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|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Root Financial Partners, LLC
|
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|
Western Wealth Management, LLC
|
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|
Granite Harbor Advisors, Inc.
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
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|
Truvestments Capital Llc
|
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|
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J.P. Marvel Investment Advisors, LLC
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
Navalign, LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
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|
Osborne Partners Capital Management, Llc
|
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|
Broderick Brian C
|
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Quadrant Capital Group Llc
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
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|
Assenagon Asset Management S.A.
|
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|
Solstein Capital, LLC
|
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|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
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|
Brevan Howard Capital Management LP
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
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|
Baker Tilly Financial, Llc
|
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|
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|
OMERS ADMINISTRATION Corp
|
|
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|
|
|
Evolution Wealth Management Inc.
|
|
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|
|
Kennebec Savings Bank
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
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|
|
|
Marathon Capital Management
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Wilson Asset Management (international) Pty Ltd
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Arvin Capital Management LP
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
|
|
|
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Canandaigua National Trust Co of Florida
|
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Skopos Labs, Inc.
|
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|
Linscomb & Williams, Inc.
|
|
|
|
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|
Peapack Gladstone Financial Corp
|
|
|
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|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
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|
Brown Advisory Inc
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Congress Park Capital LLC
|
|
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|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Concord Wealth Partners
|
|
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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Sanibel Captiva Trust Company, Inc.
|
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Lincluden Management Ltd
|
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Rappaport Reiches Capital Management, LLC
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Gray Private Wealth, LLC
|
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Pictet Asset Management Holding SA
|
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DSG Capital Advisors, LLC
|
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Beach Investment Counsel Inc/pa
|
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Nicolet Bankshares Inc
|
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|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
|
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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Mesirow Financial Investment Management, Inc.
|
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|
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
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Community Trust & Investment Co
|
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|
Beaton Management Co. Inc.
|
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Choate Investment Advisors
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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|
Hughes Financial Services, LLC
|
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|
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|
Banque Transatlantique SA
|
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Wills Financial Group LLC
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
Hall Laurie J Trustee
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
New South Capital Management Inc
|
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|
Maple Capital Management, Inc.
|
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Edgemoor Investment Advisors, Inc.
|
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GeoWealth Management, LLC
|
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Wellington Shields Capital Management, LLC
|
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J. W. Coons Advisors, LLC
|
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Glenmede Trust Co Na
|
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Grove Bank & Trust
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
Ellevest, Inc.
|
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|
Colonial River Wealth Management, LLC
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Kestra Investment Management, LLC
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Stamos Capital Partners, L.p.
|
|
|
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
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|
Ritholtz Wealth Management
|
|
|
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|
Bank & Trust Co
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
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|
Sapient Capital Llc
|
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|
Palouse Capital Management, Inc.
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
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|
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|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
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|
Easterly Investment Partners Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
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|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
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|
|
Principia Wealth Advisory, LLC
|
|
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|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Stockbridge Partners LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
OPTIMAS CAPITAL Ltd
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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LexAurum Advisors, LLC
|
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Pinnacle Associates Ltd
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Envestnet Asset Management Inc
|
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BSW Wealth Partners
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
Fairfield, Bush & Co.
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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|
Deutsche Bank Ag\
|
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Allworth Financial LP
|
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Meeder Asset Management Inc
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Checchi Capital Advisers, LLC
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|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
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|
Baader Bank INC
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Fragasso Group Inc.
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Mufg Securities Americas Inc.
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Tower View Investment Management & Research LLC
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Tower Research Capital LLC (TRC)
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111 Capital
|
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|
Mowery & Schoenfeld Wealth Management, LLC
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HCR Wealth Advisors
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
Peregrine Capital Management Llc
|
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Prospect Hill Management, LLC
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Legacy Financial Strategies, LLC
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
HB Wealth Management, LLC
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Artemis Investment Management LLP
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BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
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|
Fiduciary Advisors, Inc.
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Schechter Investment Advisors, LLC
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Banco Santander, S.A.
|
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LifeWealth Investments, LLC
|
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Essex Savings Bank
|
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Bell Bank
|
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|
Optimum Investment Advisors
|
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|
Oppenheimer & Co Inc
|
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Private Wealth Management Group, LLC
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Coronation Fund Managers Ltd.
|
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Oxford Asset Management Llp
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
W.H. Cornerstone Investments Inc.
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Old Point Trust & Financial Services N A
|
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Alliancebernstein L.p.
|
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L.m. Kohn & Company
|
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Kensington Investment Counsel, LLC
|
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|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
J.w. Cole Advisors, Inc.
|
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Harel Insurance Investments & Financial Services Ltd.
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Parallel Advisors, LLC
|
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|
Stock Portfolio - Stock Portfolio
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
Seven Mile Advisory
|
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|
Independent Advisor Alliance
|
|
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Baldwin Investment Management, LLC
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
Sterling Investment Counsel, LLC
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|
Willner & Heller, Llc
|
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Financial Management Professionals, Inc.
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
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|
Apexium Financial, Lp
|
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|
Capital Investment Advisory Services, LLC
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
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|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
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|
Toronto Dominion Bank
|
|
|
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|
Millennium Management Llc
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
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|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
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|
Cetera Investment Advisers
|
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|
Renaissance Technologies Llc
|
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Studio Investment Management Llc
|
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
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|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
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|
LOM Asset Management Ltd
|
|
|
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|
|
Security Financial Services, INC.
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
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|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
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|
Galibier Capital Management Ltd.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Cryder Capital Partners LLP
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
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|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
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|
|
|
|
Daiwa Securities Group Inc.
|
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|
Stableford Capital Ii Llc
|
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|
Legal & General Group Plc
|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
Financial Advisory Service, Inc.
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
|
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|
|
Nicholas Hoffman & Company, LLC.
|
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|
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|
Main Street Group, LTD
|
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|
Coho Partners, Ltd.
|
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Sentry Investment Management Llc
|
|
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|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
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|
|
Valley National Advisers Inc
|
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|
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|
Marco Investment Management Llc
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Park Avenue Securities Llc
|
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Goldman Sachs Group Inc
|
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|
CIBC World Markets Inc.
|
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Dorsey & Whitney Trust CO LLC
|
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Deseret Mutual Benefit Administrators
|
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|
Sargent Investment Group, LLC
|
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AdvisorShares Investments LLC
|
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|
Needham Investment Management Llc
|
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|
Sunbeam Capital Management, LLC
|
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|
Biltmore Wealth Management, LLC
|
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|
Prudent Man Advisors, LLC
|
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|
Partners Capital Investment Group, Llp
|
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|
VERITY Wealth Advisors
|
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|
Northstar Asset Management Llc
|
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|
R.H. Investment Group, LLC
|
|
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|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
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|
Sunflower Bank, N.A.
|
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Nia Impact Advisors, Llc
|
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BEEX - Tidal Trust III - The BeeHive ETF
|
|
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|
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|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
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|
LS Investment Advisors, LLC
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
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|
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|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
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|
|
|
Smallwood Wealth Investment Management, LLC
|
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|
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|
Villere St Denis J & Co Llc
|
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|
|
Zacks Investment Management
|
|
|
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|
German American Bancorp, Inc.
|
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|
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|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
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|
|
Montecito Bank & Trust
|
|
|
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|
Comerica Bank
|
|
|
|
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|
Topsail Wealth Management, LLC
|
|
|
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|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
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|
|
Value Partners Investments Inc.
|
|
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|
|
|
NCP Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
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|
|
Gries Financial Llc
|
|
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|
|
Stock Yards Bank & Trust Co
|
|
|
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|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Deerfield Management Company, L.p. (series C)
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Vestal Point Capital, LP
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
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Balyasny Asset Management Llc
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
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|
|
|
Benin Management CORP
|
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|
Advisors Preferred, LLC
|
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|
Integrated Wealth Concepts LLC
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
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|
Marathon Asset Mgmt Ltd
|
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|
Brady Martz Wealth Solutions, LLC
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Tidemark, LLC
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Generali Investments CEE, investicni spolecnost, a.s.
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Pflug Koory, LLC
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Alhambra Investment Partners LLC
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Covington Investment Advisors Inc.
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SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Guerra Pan Advisors, Llc
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VisionPoint Advisory Group, LLC
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Chemistry Wealth Management LLC
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Kiker Wealth Management, LLC
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New Mexico Educational Retirement Board
|
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Union Bancaire Privee, UBP SA
|
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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Financial Advisory Corp /ut/ /adv
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Explore Capital Management, LLC
|
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Capital Advisors Inc/ok
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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Investors Research Corp
|
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|
|
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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IMS Capital Management
|
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Buckingham Strategic Partners
|
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Xponance, Inc.
|
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NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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|
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|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
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Investment Partners, Ltd.
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Amica Retiree Medical Trust
|
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Lighthouse Investment Partners, LLC
|
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|
Spreng Capital Management, Inc.
|
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Accurate Wealth Management, LLC
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Northern Trust Corp
|
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Nordwand Advisors, LLC
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Wendell David Associates Inc
|
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Wormser Freres Gestion
|
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Inscription Capital, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
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|
ICICI Prudential Asset Management Co Ltd
|
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Cornerstone Wealth Group, LLC
|
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SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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|
Midwest Trust Co
|
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|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Institutional Investment Strategy Fund
|
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MetLife Investment Management, LLC
|
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Brant Point Investment Management Llc
|
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Rehmann Capital Advisory Group
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Elevated Capital Advisors, LLC
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Rock Point Advisors, LLC
|
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Riverwater Partners LLC
|
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Stenger Family Office, LLC
|
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QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
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|
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|
UniSuper Management Pty Ltd
|
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|
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|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
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|
Banque de Luxembourg S.A.
|
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|
Nixon Peabody Trust Co
|
|
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|
Sciencast Management LP
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
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|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
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|
|
State Street Corp
|
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|
Okabena Investment Services Inc
|
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|
TruNorth Capital Management, LLC
|
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|
Ballentine Partners, LLC
|
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|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
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|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
Prelude Capital Management, Llc
|
|
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|
|
|
Canopy Partners, LLC
|
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|
SevenBridge Financial Group, LLC
|
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|
Ameriprise Financial Inc
|
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|
Blair William & Co/il
|
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|
|
Arjuna Capital
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
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|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Avidity Partners Management LP
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
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|
Annandale Capital, LLC
|
|
|
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|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
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|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
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|
|
Granite FO LLC
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Mendel Money Management
|
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|
|
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|
Grimes & Company, Inc.
|
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|
Quattro Financial Advisors Llc
|
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|
Petredis Investment Advisors Llc
|
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|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
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|
|
|
|
Boston Research & Management Inc
|
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|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
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|
|
|
Callan Family Office, LLC
|
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|
Wahed Invest LLC
|
|
|
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|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
aeris Capital Holding GmbH
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
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|
Waterfront Wealth Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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|
Westhampton Capital, LLC
|
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Folger Nolan Fleming Douglas Capital Management, Inc
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Byrne Asset Management LLC
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Canoe Financial LP
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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Compass Capital Management, Inc
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
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Pensionmark Financial Group, Llc
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Prudential Financial Inc
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Capital Fund Management S.a.
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Fosun International Ltd
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Echo45 Advisors LLC
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McIlrath & Eck, LLC
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Wellington Shields & Co., LLC
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Asset Management One Co., Ltd.
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Trust Co Of Oklahoma
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Keating Investment Counselors Inc
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Bank Of Montreal /can/
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Kinneret Advisory, LLC
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GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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Codex Capital Asset Management L.L.C.
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Delta Asset Management Llc/tn
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FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
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Broyhill Asset Management
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Ownership Capital B.V.
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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BlackRock Health Sciences Trust II
|
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Creative Capital Management Investments LLC
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Kmg Fiduciary Partners, Llc
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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Stratos Wealth Advisors, LLC
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
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Whalerock Point Partners, Llc
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Northwestern Mutual Investment Management Company, Llc
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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one8zero8, LLC
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Peddock Capital Advisors, Llc
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S.E.E.D. Planning Group LLC
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Pacer Advisors, Inc.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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Df Dent & Co Inc
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Harvest Portfolios Group Inc.
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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Triangle Securities Wealth Management
|
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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Amundi
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
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|
Independent Family Office, LLC
|
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Rise Advisors, LLC
|
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Lockheed Martin Investment Management Co
|
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|
Buffington Mohr McNeal
|
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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Federation des caisses Desjardins du Quebec
|
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Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
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E&G Advisors, LP
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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First United Bank Trust/
|
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NewSquare Capital LLC
|
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Wedmont Private Capital
|
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City State Bank
|
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BlueSpruce Investments, LP
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Affinity Wealth Management Llc
|
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Mitchell Capital Management Co
|
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Los Angeles Capital Management Llc
|
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Alberta Investment Management Corp
|
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Nebula Research & Development LLC
|
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|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
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|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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|
Equitable Trust Co
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
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|
Ethic Inc.
|
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|
First Trust Advisors Lp
|
|
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|
Arete Wealth Advisors, LLC
|
|
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|
Phoenix Holdings Ltd.
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
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|
|
Creegan & Nassoura Financial Group, LLC
|
|
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|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
|
|
|
Syon Capital Llc
|
|
|
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|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
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Point72 (DIFC) Ltd
|
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Generation Investment Management Llp
|
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TFR Capital, LLC.
|
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Bamco Inc /ny/
|
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Tekla Healthcare Opportunities Fund
|
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Westerkirk Capital Inc.
|
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Perennial Advisors, LLC
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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|
Pacifica Partners Inc.
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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Principal Financial Group Inc
|
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|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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Matrix Asset Advisors Inc/ny
|
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QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
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Edmond De Rothschild Holding S.a.
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New York State Common Retirement Fund
|
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LMR Partners LLP
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Bernard Wealth Management Corp.
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Strengthening Families & Communities, LLC
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South Dakota Investment Council
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Stonegate Investment Group, LLC
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Human Investing LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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Temasek Holdings (Private) Ltd
|
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Pathway Financial Advisers, LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Busey Wealth Management
|
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Truist Financial Corp
|
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Consolidated Investment Group LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Mirabella Financial Services Llp
|
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Sagespring Wealth Partners, Llc
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Anfield Capital Management, LLC
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Cooper Financial Group
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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N.E.W. Advisory Services LLC
|
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RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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River Street Advisors LLC
|
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PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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K.J. Harrison & Partners Inc
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Versant Capital Management, Inc
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
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Binnacle Investments Inc
|
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Van Den Berg Management I, Inc
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FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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Financial Connections Group, Inc.
|
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Clearbridge Investments, LLC
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Voleon Capital Management Lp
|
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Brick & Kyle, Associates
|
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Mechanics Bank Trust Department
|
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SOUTH STATE Corp
|
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Kovitz Investment Group Partners, LLC
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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Great Diamond Partners, LLC
|
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NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
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|
Martin Investment Management, LLC
|
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|
HighPoint Advisor Group LLC
|
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Ballast Advisors Llc
|
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|
Sequoia Financial Advisors, LLC
|
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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Davis R M Inc
|
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|
Rogco, Lp
|
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Massachusetts Financial Services Co /ma/
|
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|
Carret Asset Management, Llc
|
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Cromwell Holdings LLC
|
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|
Ascent Group, LLC
|
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|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
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|
|
|
Sepio Capital, LP
|
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|
Horizon Financial Services, Llc
|
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|
Reynders McVeigh Capital Management, LLC
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
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|
Proffitt & Goodson Inc
|
|
|
|
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|
Alta Capital Management Llc/
|
|
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|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
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|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
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|
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SummitTX Capital, L.P.
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Ostrum Asset Management
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Horrell Capital Management, Inc.
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Norden Group Llc
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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Raiffeisen Bank International AG
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Border to Coast Pensions Partnership Ltd
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Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
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Elyxium Wealth, LLC
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My Legacy Advisors, LLC
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Nissay Asset Management Corp /japan/ /adv
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QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
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Zuckerman Investment Group, LLC
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Csenge Advisory Group
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Apella Capital, LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Capitolis Liquid Global Markets LLC
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Global Retirement Partners, LLC
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
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Platform Technology Partners
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Beaumont Financial Advisors, LLC
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
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Capital International Investors
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Penobscot Investment Management Company, Inc.
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NJ State Employees Deferred Compensation Plan
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Aristotle Atlantic Partners, Llc
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Adage Capital Partners Gp, L.l.c.
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Treasurer of the State of North Carolina
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Caisse De Depot Et Placement Du Quebec
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Delos Wealth Advisors, LLC
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Qrg Capital Management, Inc.
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Bank Of Nova Scotia Trust Co
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Bingham Private Wealth, Llc
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Carnegie Capital Asset Management, LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Fulcrum Asset Management LLP
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Nfj Investment Group, Llc
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First American Trust, Fsb
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Natural Investments, Llc
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ClearAlpha Technologies LP
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Soltis Investment Advisors LLC
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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Mondrian Investment Partners LTD
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Ledyard National Bank
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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North Star Asset Management Inc
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
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Segall Bryant & Hamill, Llc
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IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
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Osprey Private Wealth LLC
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PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
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Headlands Technologies LLC
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Quinn Opportunity Partners LLC
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TAX - EA Series Trust - Cambria Tax Aware ETF
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Marshall Wace, Llp
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Bruce G. Allen Investments, LLC
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LFA - Lugano Financial Advisors SA
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Pallas Capital Advisors LLC
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Northwestern Mutual Wealth Management Co
|
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Brighton Jones Llc
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
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|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
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MBL Wealth, LLC
|
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ABVAX - AB TRUST - AB Value Fund Class A
|
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Battery Global Advisors, LLC
|
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Nisa Investment Advisors, Llc
|
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Parkside Financial Bank & Trust
|
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Baillie Gifford & Co
|
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Trust Co
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Bellecapital International Ltd.
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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|
Caxton Associates Llp
|
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|
Evernest Financial Advisors, LLC
|
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|
Waters Parkerson & Co., Llc
|
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|
Sectoral Asset Management Inc
|
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|
Aureus Asset Management, LLC
|
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|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
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Strs Ohio
|
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|
Boothbay Fund Management, Llc
|
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Hudock, Inc.
|
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
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|
Tectonic Advisors Llc
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Scott & Selber, Inc.
|
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|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
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|
Legato Capital Management LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
United Capital Financial Advisers, Llc
|
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|
|
Goldstein Advisors, LLC
|
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|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
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|
Values Added Financial LLC
|
|
|
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|
Ntv Asset Management Llc
|
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|
