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Tiaa Trust, National Association
|
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
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West Bancorporation Inc
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ICW Investment Advisors LLC
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Thomasville National Bank
|
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|
Deutsche Bank Ag\
|
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|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
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|
|
Crawford Investment Counsel Inc
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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New Millennium Group LLC
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BLI - Banque de Luxembourg Investments
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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|
CoreCap Advisors, LLC
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HFM Investment Advisors, LLC
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J.w. Cole Advisors, Inc.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Sowell Financial Services LLC
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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Hoey Investments, Inc
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
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Bearing Point Capital, Llc
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Clarius Group, LLC
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Abound Wealth Management
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Pictet Asset Management Holding SA
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CNB Bank
|
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Jfs Wealth Advisors, Llc
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Financial Management Professionals, Inc.
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Sigma Planning Corp
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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|
Red Door Wealth Management, LLC
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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Twin Tree Management, LP
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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Aqr Capital Management Llc
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TFC Financial Management
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Signature Wealth Management Group
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Keybank National Association/oh
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
TD Waterhouse Canada Inc.
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Garde Capital, Inc.
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Linden Thomas Advisory Services, LLC
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PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
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Willner & Heller, Llc
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Delos Wealth Advisors, LLC
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Perigon Wealth Management, LLC
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Numerai GP LLC
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Rosenberg Matthew Hamilton
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Janney Montgomery Scott LLC
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Marks Group Wealth Management, Inc
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GHP Investment Advisors, Inc.
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Hoxton Planning & Management, LLC
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ProShare Advisors LLC
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Millennium Management Llc
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Profund Advisors Llc
|
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EverSource Wealth Advisors, LLC
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Warren Averett Asset Management, LLC
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HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Hartford Financial Management Inc.
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SNS Financial Group, LLC
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Lcnb Corp
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
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|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
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|
Marble Harbor Investment Counsel, LLC
|
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Jain Global LLC
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Twinbeech Capital Lp
|
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|
Mutual Of America Capital Management Llc
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Home Federal Bank Of Tennessee
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
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|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
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|
Schroder Investment Management Group
|
|
|
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|
Northwest & Ethical Investments L.P.
|
|
|
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|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
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|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
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|
|
Wolverine Trading, Llc
|
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|
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|
|
Mainstay Capital Management Llc /adv
|
|
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|
|
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
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Kennebec Savings Bank
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Generation Capital Management LLC
|
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|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
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|
Soltis Investment Advisors LLC
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|
TimesSquare Capital Management, LLC
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Financial Network Wealth Advisors LLC
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Stifel Financial Corp
|
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Field & Main Bank
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Swiss National Bank
|
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Bennett Selby Investments Lp
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Riverbridge Partners Llc
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Phillips Wealth Planners LLC
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Dahring | Cusmano Llc
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
Comerica Bank
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Fieldview Capital Management, LLC
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Zions Bancorporation, National Association /ut/
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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Advisory Services Network, LLC
|
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Private Trust Co Na
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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DekaBank Deutsche Girozentrale
|
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Mpwm Advisory Solutions, Llc
|
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BOK Financial Private Wealth, Inc.
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Glenview Trust Co
|
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Millstone Evans Group, LLC
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Nvwm, Llc
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Cwm, Llc
|
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Strategy Asset Managers Llc
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Simon Quick Advisors, Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Haverford Trust Co
|
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Manchester Capital Management LLC
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Larson Financial Group LLC
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Kingstone Capital Partners Texas, LLC
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AMF Pensionsforsakring AB
|
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Jones Financial Companies Lllp
|
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Kozak & Associates, Inc.
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Royal London Asset Management Ltd
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Bahl & Gaynor Inc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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Patrick M Sweeney & Associates, Inc
|
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Motley Fool Wealth Management, LLC
|
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Impact Capital Partners LLC
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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|
Live Oak Private Wealth LLC
|
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|
Savant Capital, LLC
|
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Country Club Bank /gfn
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Taylor Frigon Capital Management LLC
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Ofi Invest Asset Management
|
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Geode Capital Management, Llc
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
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|
N.E.W. Advisory Services LLC
|
|
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|
Wambolt & Associates, LLC
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Quantinno Capital Management LP
|
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|
Ancora Advisors, LLC
|
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|
California Public Employees Retirement System
|
|
|
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|
Hughes Financial Services, LLC
|
|
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|
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|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
GAMMA Investing LLC
|
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|
Morgan Stanley
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
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|
GW&K Investment Management, LLC
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
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Massmutual Trust Co Fsb/adv
|
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|
Alps Advisors Inc
|
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|
Chevy Chase Trust Holdings, Inc.
|
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Institutional Investment Strategy Fund
|
|
|
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|
Smartleaf Asset Management LLC
|
|
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|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
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|
First Hawaiian Bank
|
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J. Safra Sarasin Holding AG
|
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Apollon Wealth Management, LLC
|
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Wedgewood Partners Inc
|
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|
Gables Capital Management Inc.
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LifeSteps Financial, Inc.
|
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JGP Wealth Management, LLC
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
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|
Gibbs Wealth Management
|
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Voloridge Investment Management, Llc
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Charter Trust Co
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Westside Investment Management, Inc.
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Profunds - Profund Vp Large-cap Value
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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Bnp Paribas Arbitrage, Sa
|
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Spire Wealth Management
|
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Threadgill Financial, Llc
|
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NorthRock Partners, LLC
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Thomas Story & Son Llc
|
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Dogwood Wealth Management LLC
|
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McBroom & Associates, LLC
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Assetmark, Inc
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Murphy & Mullick Capital Management Corp
|
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Legacy Capital Wealth Partners, LLC
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Anchor Investment Management, LLC
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Harbour Investments, Inc.
|
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Ag2r La Mondiale Gestion D'actifs
|
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Engineers Gate Manager LP
|
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Johnson Investment Counsel Inc
|
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Quadcap Wealth Management, LLC
|
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Kentucky Retirement Systems
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Balyasny Asset Management Llc
|
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Silvercrest Asset Management Group Llc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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Evelyn Partners Asset Management Ltd
|
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StoneX Group Inc.
|
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Ridgepath Capital Management LLC
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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McKinley Carter Wealth Services, Inc.
|
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Atticus Wealth Management, Llc
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Palumbo Wealth Management LLC
|
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|
Madison Wealth Partners, Inc
|
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|
True North Advisors, LLC
|
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|
Barlow Wealth Partners, Inc.
|
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Mizuho Securities Usa Llc
|
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|
OMERS ADMINISTRATION Corp
|
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|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Regions Financial Corp
|
|
|
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|
|
Kilter Group LLC
|
|
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|
Albion Financial Group /ut
|
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|
Sentry Investment Management Llc
|
|
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|
Panagora Asset Management Inc
|
|
|
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|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
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|
Fortune Financial Advisors, LLC
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
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|
|
|
Bank Of Nova Scotia
|
|
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|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
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|
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|
APG Asset Management N.V.
|
|
|
|
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|
Bokf, Na
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
|
|
National Pension Service
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
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|
Clearbridge Investments, LLC
|
|
|
|
|
|
Saturna Capital CORP
|
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Morton Brown Family Wealth, LLC
|
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|
|
Hm Payson & Co
|
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|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
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|
Jacobi Capital Management LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
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|
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|
NewSquare Capital LLC
|
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|
|
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|
Princeton Global Asset Management LLC
|
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|
Jane Street Group, Llc
|
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Moment Partners, LLC
|
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Gulf International Bank (UK) Ltd
|
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Scotia Capital Inc.
|
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|
Fiduciary Family Office, Llc
|
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|
Future Financial Wealth Managment LLC
|
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|
Bellecapital International Ltd.
|
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|
Fruth Investment Management
|
|
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|
Golden State Wealth Management, LLC
|
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|
Davy Global Fund Management Ltd
|
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|
|
Aquatic Capital Management LLC
|
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|
Carl P. Sherr & Co., LLC
|
|
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|
Hartford Investment Management Co
|
|
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|
UMA Financial Services, Inc.
|
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|
Creative Financial Designs Inc /adv
|
|
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|
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|
Cahill Financial Advisors Inc
|
|
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|
Capstone Investment Advisors, Llc
|
|
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|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
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|
|
Zrc Wealth Management, Llc
|
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|
CIBC World Markets Inc.
|
|
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|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
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|
|
Knollwood Investment Advisory, LLC
|
|
|
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|
|
California State Teachers Retirement System
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
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|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
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|
Signaturefd, Llc
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
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|
|
|
|
Cito Capital Group, LLC
|
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|
Advisors Capital Management, LLC
|
|
|
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|
|
Tredje AP-fonden
|
|
|
|
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|
Natixis Advisors, L.p.
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
|
|
LongView Wealth Management
|
|
|
|
|
|
Northern Trust Corp
|
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|
Ensign Peak Advisors, Inc
|
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Country Trust Bank
|
|
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
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|
|
Lee Danner & Bass Inc
|
|
|
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|
|
Bnp Paribas
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
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|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Speece Thorson Capital Group Inc
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
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|
Southeast Asset Advisors Inc.
|
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|
Redmond Asset Management, LLC
|
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|
Sofos Investments, Inc.
|
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|
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|
Pinnacle Financial Partners Inc
|
|
|
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|
Wetherby Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
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|
SBI Securities Co., Ltd.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
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|
|
Gw Henssler & Associates Ltd
|
|
|
|
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|
D.a. Davidson & Co.
|
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|
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
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|
LPL Financial LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Sagespring Wealth Partners, Llc
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|
Voya Investment Management Llc
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
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|
XTX Topco Ltd
|
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Suncoast Equity Management
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
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|
Barclays Plc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
|
HFR Wealth Management, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Costello Asset Management, INC
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
Lido Advisors, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
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|
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|
Matisse Capital
|
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|
Schonfeld Strategic Advisors LLC
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
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|
Mather Group, Llc.
|
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|
One Wealth Advisors, LLC
|
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Ameritas Advisory Services, LLC
|
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CIBC Private Wealth Group, LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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First Horizon Advisors, Inc.
|
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Hager Investment Management Services, Llc
|
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Diversify Advisory Services, LLC
|
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Sculptor Capital LP
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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|
Commerzbank Aktiengesellschaft /fi
|
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Jump Financial, LLC
|
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
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|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
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|
Simplex Trading, Llc
|
|
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|
Schechter Investment Advisors, LLC
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
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|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
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|
|
Luminist Capital LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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|
Tritonpoint Wealth, Llc
|
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|
Lowe Brockenbrough & Co Inc
|
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Trust Co Of Vermont
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
FIL Ltd
|
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Capital Fund Management S.a.
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Eqis Capital Management, Inc.
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Dearborn Partners Llc
|
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Jensen Investment Management Inc
|
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Advisors Asset Management, Inc.
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CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Burke & Herbert Bank & Trust Co
|
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Vanguard Group Inc
|
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Edgestream Partners, L.P.
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Nemes Rush Group LLC
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Financial Advocates Investment Management
|
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Russell Investments Group, Ltd.
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Exchange Traded Concepts, Llc
|
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Roundview Capital LLC
|
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Brady Family Wealth, Llc
|
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
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|
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|
Callan Family Office, LLC
|
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|
|
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|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Oak Family Advisors, Llc
|
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Atlantic Trust, LLC
|
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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Brown, Lisle/cummings, Inc.
|
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Colonial Trust Advisors
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
Parkside Financial Bank & Trust
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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Trust Co Of Toledo Na /oh/
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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Lazard Asset Management Llc
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Axq Capital, Lp
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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Brown Advisory Inc
|
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Moloney Securities Asset Management, LLC
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Nbc Securities, Inc.
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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Commerce Bank
|
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CAP Partners, LLC
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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Bank Of Montreal /can/
|
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|
Skopos Labs, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Commonwealth Retirement Investments LLC
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Nuveen, LLC
|
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|
WealthTrust Axiom LLC
|
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AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
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|
Citizens Financial Group Inc/ri
|
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QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
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|
Asset Management One Co., Ltd.
|
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|
Prudential Financial Inc
|
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WPG Advisers, LLC
|
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|
Norinchukin Bank, The
|
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|
Tower Research Capital LLC (TRC)
|
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|
City State Bank
|
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|
Cibc World Markets Corp
|
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|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
|
Asset Dedication, LLC
|
|
|
|
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|
Southern Capital Advisors, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
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|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
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|
Islay Capital Management, Llc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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Northwestern Mutual Wealth Management Co
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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Czech National Bank
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Sound Income Strategies, LLC
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Wealthcare Advisory Partners LLC
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American National Bank
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Independent Advisor Alliance
|
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FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
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Cerity Partners LLC
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Erste Asset Management GmbH
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AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
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Sequoia Financial Advisors, LLC
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Freestone Capital Holdings, LLC
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Central Bank & Trust Co
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Fullcircle Wealth Llc
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Allen Mooney & Barnes Investment Advisors LLC
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BRYN MAWR TRUST Co
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Symmetry Investments LP
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Siemens Fonds Invest GmbH
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Groesbeck Investment Management Corp /nj/
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Ifrah Financial Services, Inc.
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Cornerstone Advisory, LLC
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TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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Bedel Financial Consulting, Inc.
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Rise Advisors, LLC
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Thrivent Financial For Lutherans
|
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Trust Investment Advisors
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Hemington Wealth Management
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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Kestra Investment Management, LLC
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HB Wealth Management, LLC
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Johnson Financial Group, Inc.
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Wahed Invest LLC
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RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Csenge Advisory Group
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Thoroughbred Financial Services, Llc
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
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FineMark National Bank & Trust
|
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Holderness Investments Co
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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Bright Rock Capital Management, Llc
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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SS&H Financial Advisors, Inc.
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Concord Wealth Partners
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Harvest Fund Management Co., Ltd
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Valeo Financial Advisors, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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Sterling Capital Management LLC
|
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Penobscot Investment Management Company, Inc.
|
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Wealth Enhancement Advisory Services, Llc
|
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Caption Management, LLC
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Mackenzie Financial Corp
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Toth Financial Advisory Corp
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Trueblood Wealth Management, LLC
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Arcadia Investment Management Corp/mi
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Soundwatch Capital LLC
|
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BlackRock, Inc.
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Novem Group
|
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|
Advantage Trust Co
|
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|
FORA Capital, LLC
|
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|
Quaker Wealth Management, LLC
|
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|
SlateStone Wealth, LLC
|
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|
Dimensional Fund Advisors Lp
|
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|
Brevan Howard Capital Management LP
|
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Sandy Spring Bank
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Harbor Investment Advisory, Llc
|
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|
|
Valley National Advisers Inc
|
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|
Semmax Financial Advisors Inc.
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
Chesley Taft & Associates LLC
|
|
|
|
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|
Hilltop Holdings Inc.
|
|
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|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
