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Birch Hill Investment Advisors LLC
|
|
|
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Aries Wealth Management
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
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|
Burns J W & Co Inc/ny
|
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|
Point72 Hong Kong Ltd
|
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HighTower Advisors, LLC
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Donoghue Forlines LLC
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Moran Wealth Management, LLC
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YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
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|
BankPlus Wealth Management LLC
|
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|
Toronto Dominion Bank
|
|
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Salomon & Ludwin, LLC
|
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Nova Wealth Management, Inc.
|
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DB Fitzpatrick & Co, Inc
|
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Glenmede Investment Management, LP
|
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Coldstream Capital Management Inc
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
MONECO Advisors, LLC
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Cetera Trust Company, N.A
|
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Davidson Investment Advisors
|
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Cercano Management LLC
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Calamos Wealth Management LLC
|
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Franklin Resources Inc
|
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|
|
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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Monograph Wealth Advisors, Llc
|
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|
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
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|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
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|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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|
Creative Financial Designs Inc /adv
|
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|
First Command Advisory Services, Inc.
|
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|
Garden State Investment Advisory Services LLC
|
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Machina Capital S.a.s.
|
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|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
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|
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|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
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|
Lowe Brockenbrough & Co Inc
|
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Solidarilty Wealth, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
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Drucker Wealth 3.0, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
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Omnia Family Wealth, LLC
|
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Berbice Capital Management LLC
|
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Wbi Investments, Inc.
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Sherbrooke Park Advisers Llc
|
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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International Assets Investment Management, Llc
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Invenio Wealth Partners Llc
|
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Syon Capital Llc
|
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Community Bank & Trust, Waco, Texas
|
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ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
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DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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Addenda Capital Inc.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
Fermata Advisors, LLC
|
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Atlas Brown,Inc.
|
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Crawford Investment Counsel Inc
|
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
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|
Bessemer Group Inc
|
|
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|
High Falls Advisors, Inc
|
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
True Wealth Design, LLC
|
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|
Signet Financial Management, Llc
|
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|
Icon Wealth Advisors, LLC
|
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|
Lecap Asset Management Ltd
|
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Ethic Inc.
|
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QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
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|
Ninety One North America, Inc.
|
|
|
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|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
ShawSpring Partners LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Grunden Financial Advisory, Inc.
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
|
|
Trust Asset Management LLC
|
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AE Wealth Management LLC
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
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Sigma Planning Corp
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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Kilter Group LLC
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Echo45 Advisors LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Aqr Capital Management Llc
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
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Peapack Gladstone Financial Corp
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Pensionmark Financial Group, Llc
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Mission Wealth Management, Lp
|
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Hemington Wealth Management
|
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GPS Wealth Strategies Group, LLC
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Kentucky Retirement Systems
|
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Boit C F David
|
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PrairieView Partners, LLC
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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Seek First Inc.
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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Price T Rowe Associates Inc /md/
|
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Nicholas Investment Partners, LP
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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Mpwm Advisory Solutions, Llc
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Teza Capital Management LLC
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KP Management LLC
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Jackson, Grant Investment Advisers, Inc.
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Birchbrook, Inc.
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BlackRock ESG Capital Allocation Trust
|
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Conning Inc.
|
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True North Advisors, LLC
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Baird Financial Group, Inc.
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Oppenheimer Asset Management Inc.
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Heritage Wealth Advisors
|
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LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
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Wealth Management Partners, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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PFS Partners, LLC
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Crossmark Global Holdings, Inc.
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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Howard Bailey Securities, Llc
|
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Goldstein Advisors, LLC
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Great Lakes Retirement, Inc.
|
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Advisor Group Holdings, Inc.
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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Canada Post Corp Registered Pension Plan
|
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BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
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Generali Asset Management SPA SGR
|
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Caas Capital Management Lp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Clearbridge Investments, LLC
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Avantax Planning Partners, Inc.
|
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Fulton Bank, N.a.
|
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Agf Management Ltd
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Donaldson Capital Management, Llc
|
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Ambassador Advisors, LLC
|
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Brown Brothers Harriman & Co
|
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Bull Oak Capital, LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
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|
Intech Investment Management Llc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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China Universal Asset Management Co., Ltd.
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
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Richard W. Paul & Associates, LLC
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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|
Boston Private Wealth Llc
|
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|
Accelerate Investment Advisors LLC
|
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|
Foundations Investment Advisors, LLC
|
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|
Disciplined Growth Investors Inc /mn
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
Naples Global Advisors, Llc
|
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|
Lone Pine Capital Llc
|
|
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|
Ellevest, Inc.
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
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FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
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|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
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|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Durable Capital Partners LP
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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Weil Company, Inc.
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Harel Insurance Investments & Financial Services Ltd.
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Ensign Peak Advisors, Inc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
S&co Inc
|
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|
Crestwood Advisors Group LLC
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First United Bank Trust/
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SJS Investment Consulting Inc.
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Securian Funds Trust - SFT Ivy Growth Fund
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Whale Rock Capital Management LLC
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New Republic Capital, LLC
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ICONIQ Capital, LLC
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Calamos Advisors LLC
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DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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NorthRock Partners, LLC
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Twin Peaks Wealth Advisors, LLC
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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Archer Investment Corp
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FT Vest Hedged Equity Income Fund: Series B1
|
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Money Concepts Capital Corp
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Columbia Asset Management
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Dohj, Llc
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BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
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Transce3nd, LLC
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VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6
|
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Brown, Lisle/cummings, Inc.
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Ulland Investment Advisors, LLC
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
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Winslow Capital Management, LLC
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Cim, Llc
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Proffitt & Goodson Inc
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Northwestern Mutual Investment Management Company, Llc
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GeoWealth Management, LLC
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Conway Capital Management, Inc.
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Hazlett, Burt & Watson, Inc.
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Tredje AP-fonden
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LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
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Brooklyn FI, LLC
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Ramirez Asset Management, Inc.
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Colonial Trust Co / SC
|
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Vestcor Inc
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Berger Financial Group, Inc
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Procyon Private Wealth Partners, LLC
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Fulcrum Capital LLC
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Clark Capital Management Group, Inc.
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Cloverfields Capital Group, Lp
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Aviso Financial Inc.
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Dai-Ichi Life Insurance Company, Ltd
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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Keel Point, LLC
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ROM - PROSHARES TRUST - ProShares Ultra Technology
|
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Triad Wealth Partners, LLC
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DAVENPORT & Co LLC
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Cohen Investment Advisors LLC
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Berkshire Bank
|
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Rhumbline Advisers
|
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Atlantic Trust, LLC
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Western Pacific Wealth Management, LP
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DLD Asset Management, LP
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Saturna Capital CORP
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Sarver Vrooman Wealth Advisors
|
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BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
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|
South Dakota Investment Council
|
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JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
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|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
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|
KDT Advisors, LLC
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Ameritas Advisory Services, LLC
|
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|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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Paradigm Asset Management Co Llc
|
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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|
Perennial Investment Advisors, LLC
|
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|
St. Louis Trust Co
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
Osterweis Capital Management Inc
|
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|
Valley National Advisers Inc
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
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|
|
Resonant Capital Advisors, LLC
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
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|
|
MCF Advisors LLC
|
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|
|
Global Financial Private Client, LLC
|
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|
|
Marshall & Sterling Wealth Advisors Inc.
|
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|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
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|
|
Maseco Llp
|
|
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|
|
Empirical Finance, LLC
|
|
|
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|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Blue Sky Capital Consultants Group, Inc.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
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|
Perigon Wealth Management, LLC
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
Financial Network Wealth Management LLC
|
|
|
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|
|
FT Vest Total Return Income Fund: Series A4
|
|
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|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
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|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
Public Employees Retirement System Of Ohio
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
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|
Maven Securities LTD
|
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|
Fairfield, Bush & Co.
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Walleye Trading LLC
|
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|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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Bank Of America Corp /de/
|
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BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
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Creative Capital Management Investments LLC
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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|
Tradewinds Capital Management, LLC
|
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Farallon Capital Management Llc
|
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Cherrydale Wealth Management, Llc
|
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Orion Portfolio Solutions, LLC
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Guggenheim Capital Llc
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Foster Group, Inc.
|
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Bwcp, Lp
|
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Zurich Insurance Group Ltd/FI
|
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Teachers Retirement System Of The State Of Kentucky
|
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Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
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|
Pinkerton Retirement Specialists, LLC
|
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|
Financial Advisors Network, Inc.
|
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|
CVA Family Office, LLC
|
|
|
|
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Citizens National Bank Trust Department
|
|
|
|
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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|
1832 Asset Management L.P.
|
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Renaissance Group Llc
|
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Valeo Financial Advisors, LLC
|
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VCSTX - VALIC Co I - Science & Technology Fund
|
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|
Northwest Capital Management Inc
|
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James Hambro & Partners
|
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
Guardian Partners Inc.
|
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CoreCap Advisors, LLC
|
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|
Tiaa Trust, National Association
|
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Fayez Sarofim & Co
|
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VestGen Advisors, LLC
|
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Old Point Trust & Financial Services N A
|
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Magnetar Financial LLC
|
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|
BRYN MAWR TRUST Co
|
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Texas Capital Bancshares Inc/tx
|
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Sit Investment Associates Inc
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
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|
GW&K Investment Management, LLC
|
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|
Dorsey Wright & Associates
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
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|
Parallel Advisors, LLC
|
|
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|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
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|
One Capital Management, LLC
|
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|
Baader Bank INC
|
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|
Van Eck Associates Corp
|
|
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TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
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|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
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|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
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|
|
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|
Aspiriant, Llc
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
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|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
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|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
ZEGA Investments, LLC
|
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|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Insight Holdings Group, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Milestone Resources Group Ltd
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
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|
Capstone Investment Advisors, Llc
|
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|
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|
Elmwood Wealth Management, Inc.
|
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|
|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Convergence Financial, LLC
|
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|
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|
|
Squarepoint Ops LLC
|
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|
Wedbush Securities Inc
|
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Legacy Trust
|
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|
Gluskin Sheff & Assoc Inc
|
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Russell Investments Group, Ltd.
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Riverpark Capital Management Llc
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Macquarie Group Ltd
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
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|
Palisades Hudson Asset Management, L.P.
|
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Harbour Capital Advisors, LLC
|
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Wellington Shields & Co., LLC
|
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Horst & Graben Wealth Management LLC
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Stablepoint Partners, LLC
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Covenant Asset Management, LLC
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Studio Investment Management Llc
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Arcadia Investment Management Corp/mi
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State of Alaska, Department of Revenue
|
|
|
|
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
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|
Davy Global Fund Management Ltd
|
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|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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|
|
|
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Veracity Capital LLC
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
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|
Fullcircle Wealth Llc
|
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Rational Advisors Llc
|
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Delta Asset Management Llc/tn
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
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|
Clarkston Capital Partners, LLC
|
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Sig Brokerage, Lp
|
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Lgt Capital Partners Ltd.
|
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|
Wellington Shields Capital Management, LLC
|
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|
Crewe Advisors LLC
|
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Baer Investment Advisory LLC
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
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|
Harvest Fund Management Co., Ltd
|
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|
Tanager Wealth Management LLP
|
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|
Nikko Asset Management Americas, Inc.
|
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|
Optimize Financial Inc
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
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|
DT Investment Partners, LLC
|
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|
Tilia Fiduciary Partners, Inc.
|
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Employees Retirement System of Texas
|
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|
Mml Investors Services, Llc
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
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|
Abacus Planning Group, Inc.
|
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|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
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|
|
|
Hilltop Holdings Inc.
|
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Checchi Capital Advisers, LLC
|
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|
Byrne Financial Freedom, Llc
|
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BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
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|
Stansberry Asset Management, Llc
|
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|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
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|
|
|
|
Fullerton Fund Management Co Ltd
|
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|
Ascent Capital Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
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|
Reynders McVeigh Capital Management, LLC
|
|
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|
Parthenon Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Hyperion Asset Management Ltd
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
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BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
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|
Lafayette Investments, Inc.
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Overbrook Management Corp
|
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|
Live Oak Private Wealth LLC
|
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Canal Capital Management, LLC
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Anderson Hoagland & Co
|
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Forbes J M & Co Llp
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Vinva Investment Management Ltd
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
Citrine Capital LLC
|
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|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
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First Citizens Bank & Trust Co
|
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Graves-Light Private Wealth Management, Inc.
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Reuter James Wealth Management, Llc
|
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
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IMA Wealth, Inc.
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Cornerstone Strategic Value Fund Inc
|
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Flossbach Von Storch Ag
|
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BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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Ilmarinen Mutual Pension Insurance Co
|
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Optiver Holding B.V.
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Founders Financial Alliance, LLC
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Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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Stonehage Fleming Financial Services Holdings Ltd
|
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Brady Martz Wealth Solutions, LLC
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Traynor Capital Management, Inc.
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Clough Global Opportunities Fund
|
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Arthur M. Cohen & Associates, Llc
|
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Drive Wealth Management, Llc
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Western Wealth Management, LLC
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Mitsubishi UFJ Trust & Banking Corp
|
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Bragg Financial Advisors, Inc
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Taurus Asset Management, Llc
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EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Truepoint, Inc.
|
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Prudential Financial Inc
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Gabelli Equity Trust Inc
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|
OMERS ADMINISTRATION Corp
|
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LGT Financial Advisors LLC
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Great West Life Assurance Co /can/
|
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Bay Harbor Wealth Management, LLC
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
Maia Wealth LLC
|
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|
Horizon Family Wealth, Inc.
|
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Martingale Asset Management L P
|
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Relyea Zuckerberg Hanson LLC
|
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Edgestream Partners, L.P.
|
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Adviser Investments LLC
|
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|
Schear Investment Advisers, LLC
|
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Fox Run Management, L.l.c.
|
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Ag2r La Mondiale Gestion D'actifs
|
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Douglas Lane & Associates, LLC
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Old National Bancorp /in/
|
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Aster Capital Management (DIFC) Ltd
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Davidson Capital Management Inc.
|
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Edmond De Rothschild Holding S.a.
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Fairbanks Capital Management, Inc.
|
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IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Two Sigma Advisers, Lp
|
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|
Shepherd Financial Partners LLC
|
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|
Sumitomo Life Insurance Co
|
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|
RMR Wealth Builders
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Webster Bank, N. A.
|
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|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
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|
Smithfield Trust Co
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Abner Herrman & Brock Llc
|
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|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
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|
Shelton Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
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|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Advent International Corp/ma
|
|
|
|
|
|
Ownership Capital B.V.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
Palestra Capital Management LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
IMG Wealth Management, Inc.
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|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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|
Independence Bank of Kentucky
|
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Fairscale Capital, LLC
|
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Accredited Wealth Management, LLC
|
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Avidian Wealth Solutions, LLC
|
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|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
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|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
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|
Forum Financial Management, LP
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
|
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|
High Note Wealth, LLC
|
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|
McAdam, LLC
|
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Kestra Investment Management, LLC
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Gabelli Dividend & Income Trust
|
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WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
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Arlington Trust Co LLC
|
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Revolve Wealth Partners, LLC
|
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ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
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|
Eaton Vance Enhanced Equity Income Fund Ii
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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Worldquant Millennium Advisors Llc
|
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Harris Associates L P
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Meadow Creek Wealth Advisors Llc
|
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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Pacifica Partners Inc.
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E Fund Management Co., Ltd.
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Abound Wealth Management
|
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Corundum Group, Inc.
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Laurion Capital Management LP
|
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GM Advisory Group, Inc.
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Fortitude Family Office, LLC
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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Sienna Gestion
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
PKO Investment Management Joint-Stock Co
|
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Burling Wealth Partners, Llc
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Mirae Asset Global Investments Co., Ltd.
|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
Lmp Capital & Income Fund Inc.
|
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St Germain D J Co Inc
|
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ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
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Wealthspire Advisors, LLC
|
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|
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|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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Prana Capital Management, LP
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Quadcap Wealth Management, LLC
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Hohimer Wealth Management, Llc
|
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Pictet & Cie (Europe) SA
|
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Level Four Advisory Services, Llc
|
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SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
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|
Postrock Partners Llc
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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|
PayPay Securities Corp
|
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|
BSW Wealth Partners
|
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Trajan Wealth LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
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|
ORG Wealth Partners, LLC
|
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|
Hantz Financial Services, Inc.
|
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Eagle Wealth Strategies Llc
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
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|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
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|
Godsey & Gibb Associates
|
|
|
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|
CIBC Private Wealth Group, LLC
|
|
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|
Grayhawk Investment Strategies Inc.
|
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|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
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|
Halbert Hargrove Global Advisors, Llc
|
|
|
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|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
William Blair Investment Management, Llc
|
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|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Kinetic Partners Management, LP
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
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Motco
|
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BNP Paribas Asset Management Holding S.A.
|
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Trivant Custom Portfolio Group, LLC
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Earnest Partners Llc
|
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|
Sfm, Llc
|
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Birch Capital Management, LLC
|
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|
WestEnd Advisors, LLC
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
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|
Investment Management Corp /va/ /adv
|
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RBF Capital, LLC
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
Freestone Capital Holdings, LLC
|
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Formidable Asset Management, LLC
|
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Sabal Trust CO
|
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IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
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|
Harfst & Associates, Inc.
|
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Catalyst Financial Partners Llc
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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Channel Wealth Llc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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LTS One Management LP
|
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Tema Etfs Llc
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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Heritage Investment Group, Inc.
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ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
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|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
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EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
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Hillsdale Investment Management Inc.
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StoneX Group Inc.
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Clifford Swan Investment Counsel Llc
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Aletheian Wealth Advisors LLC
|
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TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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|
Pacitti Group Inc.
|
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HHM Wealth Advisors, LLC
|
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Aft, Forsyth & Company, Inc.
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
Wallace Advisory Group, LLC
|
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
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Moody National Bank Trust Division
|
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Betterment LLC
|
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De Burlo Group Inc
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
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Dorsey & Whitney Trust CO LLC
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Cooksen Wealth, LLC
|
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
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Ashton Thomas Securities, Llc
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Whalerock Point Partners, Llc
|
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Account Management LLC
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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Stifel Financial Corp
|
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TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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iA Global Asset Management Inc.
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Mjp Associates Inc /adv
|
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Putney Financial Group LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Manufacturers Life Insurance Company, The
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
HBK Sorce Advisory LLC
|
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LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
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|
Latko Wealth Management, Ltd.
|
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
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|
Capital Investment Advisory Services, LLC
|
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|
Rossby Financial, LCC
|
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|
Gf Fund Management Co. Ltd.
|
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|
Verdence Capital Advisors LLC
|
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|
Sofos Investments, Inc.
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
Hillman Co
|
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|
Financial Advocates Investment Management
|
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|
Man Group plc
|
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|
Sovran Advisors, LLC
|
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Summitry Llc
|
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|
Blackrock Science & Technology Trust
|
|
|
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|
HFM Investment Advisors, LLC
|
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|
Dakota Wealth Management
|
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
|
|
Quest Partners LLC
|
|
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|
Atlas Capital Advisors Llc
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
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|
Verus Capital Partners, Llc
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Coatue Innovative Strategies Fund
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Park Square Financial Group, LLC
|
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Capital Investment Advisors, LLC
|
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EFG Asset Management (Americas) Corp.
|
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|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
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|
LifeWealth Investments, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
Allworth Financial LP
|
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|
Capital Fund Management S.a.
|
|
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|
Intelligence Driven Advisers, LLC
|
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
J. Goldman & Co LP
|
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|
Lionshead Wealth Management, LLC
|
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Islay Capital Management, Llc
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
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|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
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|
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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|
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|
Klingman & Associates, LLC
|
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|
Marietta Investment Partners Llc
|
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Wrapmanager Inc
|
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Moody Lynn & Lieberson, Llc
|
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|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
|
|
Walkner Condon Financial Advisors LLC
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
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E. Ohman J:or Asset Management AB
|
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Greenleaf Trust
|
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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|
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|
Bogart Wealth, LLC
|
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Schaper Benz & Wise Investment Counsel Inc/wi
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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JB Capital LLC
|
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LOM Asset Management Ltd
|
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SMART Wealth LLC
|
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Rockefeller Capital Management L.P.
|
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Apexium Financial, Lp
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
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|
Jacobi Capital Management LLC
|
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|
Temasek Holdings (Private) Ltd
|
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Sivia Capital Partners, LLC
|
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Worth Asset Management, LLC
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SBI Securities Co., Ltd.
|
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Freemont Management S.A.
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
UniSuper Management Pty Ltd
|
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|
PAX Financial Group, LLC
|
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DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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|
BlueSpruce Investments, LP
|
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BOK Financial Private Wealth, Inc.
|
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Nicolet Bankshares Inc
|
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Boothbay Fund Management, Llc
|
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Wharton Business Group, LLC
|
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|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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Bridgewater Associates, LP
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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|
Capitolis Liquid Global Markets LLC
|
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|
Nebula Research & Development LLC
|
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|
Generali Investments, Management Co LLC
|
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|
Forte Capital Llc /adv
|
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|
Keudell/Morrison Wealth Management
|
|
|
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
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|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
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|
Vaughan David Investments Inc/il
|
|
|
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|
Comgest Global Investors S.a.s.
|
|
|
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
Evexia Wealth Llc
|
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Holocene Advisors, LP
|
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|
Berkshire Asset Management Llc/pa
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
Decker Retirement Planning Inc.
|
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|
Clark Financial Services Group Inc /bd
|
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|
|
GAMMA Investing LLC
|
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|
|
Buckingham Strategic Partners
|
|
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|
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|
Atticus Wealth Management, Llc
|
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|
DRW Securities, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
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|
Landscape Capital Management, L.l.c.
|
|
|
|
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|
Balyasny Asset Management Llc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Whitford Management LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
Stevens Capital Management Lp
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Anchor Investment Management, LLC
|
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|
Allspring Global Investments Holdings, LLC
|
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|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
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|
Atomi Financial Group, Inc.
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Alta Capital Management Llc/
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Ofi Invest Asset Management
|
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|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
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|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
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|
Osprey Private Wealth LLC
|
|
|
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|
|
Capital & Planning, Llc
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Castle Hook Partners LP
|
|
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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|
Legacy Financial Advisors, Inc.
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|
Park Place Capital Corp
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|
Voya Financial Advisors, Inc.
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Td Private Client Wealth Llc
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BetterWealth, LLC
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|
Truist Financial Corp
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Balentine LLC
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|
LifeSteps Financial, Inc.
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JustInvest LLC
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SEG Partners Long/Short Equity Fund
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
BCJ Capital Management, LLC
|
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Congress Wealth Management LLC / DE /
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Tufton Capital Management
|
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Wealth Alliance
|
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Highland Capital Management, Llc
|
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Precision Wealth Strategies, LLC
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|
Haverford Trust Co
|
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|
Synovus Financial Corp
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
Rfg Holdings, Inc.
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Albion Financial Group /ut
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Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
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Woodline Partners LP
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Mbb Public Markets I Llc
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Godshalk Welsh Capital Management, Inc.
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Credential Qtrade Securities Inc.
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MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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Westfield Capital Management Co Lp
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
Breakwater Capital Group
|
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Zacks Investment Management
|
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Quadrant Capital Group Llc
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Garner Asset Management Corp
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Gts Securities Llc
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
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|
Verde Capital Management
|
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Van Strum & Towne Inc.
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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|
Park Avenue Securities Llc
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Comerica Bank
|
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|
Unique Wealth, Llc
|
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Evermay Wealth Management Llc
|
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|
XXEC, Inc.
|
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S-Bank Fund Management Ltd
|
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|
Panagora Asset Management Inc
|
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|
Vident Advisory, LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Eventide Asset Management, Llc
|
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|
New Century Financial Group, LLC
|
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|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
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|
|
Parcion Private Wealth LLC
|
|
|
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|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
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|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
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|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Thematics Asset Management
|
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
PBCay One RSC Ltd
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
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North Star Asset Management Inc
|
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|
Uhlmann Price Securities, Llc
|
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|
Keybank National Association/oh
|
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|
Empowered Funds, LLC
|
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|
Sand Hill Global Advisors, LLC
|
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|
IronOak Wealth LLC.
|
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|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
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|
Private Capital Management, LLC
|
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|
Van Hulzen Asset Management, LLC
|
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|
Harbor Capital Advisors, Inc.
|
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Steward Partners Investment Advisory, Llc
|
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|
Frank, Rimerman Advisors LLC
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
Aviso Wealth Management
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Simmons Bank
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
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|
Stokes Capital Advisors, LLC
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Coatue Management Llc
|
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NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
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|
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|
HFR Wealth Management, LLC
|
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Profund Advisors Llc
|
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Byrne Asset Management LLC
|
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Ritholtz Wealth Management
|
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Bangor Savings Bank
|
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Novem Group
|
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Sei Investments Co
|
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LRI Investments, LLC
|
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|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
|
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Thompson Davis & Co., Inc.
|
|
|
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
|
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Howe & Rusling Inc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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TLW Wealth Management, LLC
|
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Washington Trust Advisors, Inc.
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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M&t Bank Corp
|
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Evoke Wealth, Llc
|
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NorthStar Asset Management LLC /NJ/
|
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Breakwater Investment Management
|
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American Trust
|
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Cohen & Steers, Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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L1 Capital International Pty Ltd
|
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Prescott Group Capital Management, L.l.c.
|
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
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|
Group One Trading, L.p.
|
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Stock Yards Bank & Trust Co
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
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|
Hilltop National Bank
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
Morton Brown Family Wealth, LLC
|
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|
Harbour Investments, Inc.
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
Standard Life Aberdeen plc
|
|
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
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|
Personal Cfo Solutions, Llc
|
|
|
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
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|
|
Marex Group plc
|
|
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|
|
|
Parkwood LLC
|
|
|
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|
VCI Wealth Management LLC
|
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|
Suncoast Equity Management
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
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|
Natural Investments, Llc
|
|
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|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
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|
Barden Capital Management, Inc.
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Nomura Holdings Inc
|
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|
Adirondack Trust Co
|
|
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|
Waterloo Capital, L.P.
|
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|
Gilman Hill Asset Management, LLC
|
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|
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|
Advisors Asset Management, Inc.
|
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|
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Caxton Associates Llp
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Anomaly Capital Management, LP
|
|
|
|
|
|
Wilson Asset Management (international) Pty Ltd
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
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SCS Capital Management LLC
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Achmea Investment Management B.V.
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Regions Financial Corp
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Everett Harris & Co /ca/
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MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
Susquehanna International Group, Llp
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Evanson Asset Management, LLC
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EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
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Johnson Financial Group, Inc.
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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Jacobs & Co/ca
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Tran Capital Management, L.p.
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Qtron Investments LLC
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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Argent Trust Co
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Somerville Kurt F
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Nisa Investment Advisors, Llc
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Hennion & Walsh Asset Management, Inc.
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Parallax Volatility Advisers, L.P.
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Pitcairn Co
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ThornTree Capital Partners LP
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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XTX Topco Ltd
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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Intrust Bank Na
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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ISAM Funds (UK) Ltd
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Princeton Global Asset Management LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Fiduciary Family Office, Llc
|
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McKinley Carter Wealth Services, Inc.
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MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
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NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
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WealthCollab, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Financial Council Asset Management Inc
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Aureus Asset Management, LLC
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W.H. Cornerstone Investments Inc.
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Burke & Herbert Bank & Trust Co
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SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
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Profunds - Profund Vp Bull
|
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Atria Wealth Solutions, Inc.
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YANKCOM Partnership
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Bigelow Investment Advisors, LLC
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Asset Planning,Inc
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Venturi Wealth Management, LLC
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AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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Sunbelt Securities, Inc.
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Cambridge Investment Research Advisors, Inc.
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Financial Gravity Companies, Inc.
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Legacy Investment Solutions, LLC
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Bremer Bank National Association
|
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RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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BTC Capital Management, Inc.
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Bbr Partners, Llc
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BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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Dundas Partners LLP
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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Trust Co Of Toledo Na /oh/
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Northwest Wealth Management, Llc
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SOUTH STATE Corp
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Cromwell Holdings LLC
|
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Bouvel Investment Partners, LLC
|
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Belpointe Asset Management LLC
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Elo Mutual Pension Insurance Co
|
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RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
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|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Amplius Wealth Advisors, LLC
|
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ABN AMRO Bank N.V.
|
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Blair William & Co/il
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
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Equitable Holdings, Inc.
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Wsfs Capital Management, Llc
|
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Fiduciary Trust Co
|
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IXN - iSHARES TRUST - iShares Global Tech ETF
|
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|
Rench Wealth Management, Inc.
|
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SP Asset Management LLC
|
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|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
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|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
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|
Farther Finance Advisors, LLC
|
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|
AMF Pensionsforsakring AB
|
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|
NewEdge Wealth, LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Nearwater Capital Markets, Ltd
|
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|
Principle Wealth Partners Llc
|
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|
Arizona State Retirement System
|
|
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|
|
Morgan Stanley
|
|
|
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|
Larson Financial Group LLC
|
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|
LVW Advisors, LLC
|
|
|
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|
|
Raymond James Financial Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Pacific Wealth Management
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Valley Forge Advisors, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
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|
Engineers Gate Manager LP
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
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|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
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|
Plimoth Trust Co Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
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|
Neville Rodie & Shaw Inc
|
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|
Seven Mile Advisory
|
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|
Point72 Europe (London) LLP
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
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|
HCR Wealth Advisors
|
|
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|
|
Benin Management CORP
|
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|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
Fwl Investment Management, Llc
|
|
|
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
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|
Segment Wealth Management, LLC
|
|
|
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|
|
Certified Advisory Corp
|
|
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|
ICICI Prudential Asset Management Co Ltd
|
|
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|
Barbara Oil Co.
|
|
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|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Milestones Private Investment Advisors LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Trinity Street Asset Management LLP
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
FINX - Global X Funds - Global X FinTech ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
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Zevenbergen Capital Investments Llc
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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EUSM - Strategy Shares - Eventide US Market ETF
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
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THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
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Whittier Trust Co Of Nevada Inc
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Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
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Kcm Investment Advisors Llc
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Transcend Wealth Collective, Llc
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
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SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
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CBIZ Investment Advisory Services, LLC
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Williams Jones Wealth Management, LLC.
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
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Picton Mahoney Asset Management
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Alliance Wealth Advisors, LLC /UT
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First National Trust Co
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LPL Financial LLC
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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Lord, Abbett & Co. Llc
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Baxter Bros Inc
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Investment House Llc
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
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Ransom Advisory, Ltd
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Capital Advisors, Ltd. LLC
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
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Goldman Sachs Group Inc
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California Public Employees Retirement System
|
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Us Bancorp \de\
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Pinnacle Associates Ltd
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Union Bancaire Privee, UBP SA
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Founders Financial Securities Llc
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Promus Capital, LLC
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SurgoCap Partners LP
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Howard Capital Management Inc.
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PENN SERIES FUNDS INC - Flexibly Managed Fund
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Diversify Advisory Services, LLC
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Point72 (DIFC) Ltd
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Arrowstreet Capital, Limited Partnership
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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Galvin, Gaustad & Stein, LLC
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Czech National Bank
|
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Matrix Asset Advisors Inc/ny
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
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Mirador Capital Partners LP
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TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
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Private Capital Advisors, Inc.
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N.E.W. Advisory Services LLC
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Long Road Investment Counsel, LLC
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Fundsmith LLP
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Midwest Trust Co
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Oak Ridge Investments Llc
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
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Sound View Wealth Advisors Group, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Ancora Advisors, LLC
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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Moisand Fitzgerald Tamayo, LLC
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Regatta Capital Group, Llc
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
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|
K.J. Harrison & Partners Inc
|
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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Victory Capital Management Inc
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Binnacle Investments Inc
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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Mirabella Financial Services Llp
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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Chancellor Financial Group WB LP
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Fernbridge Capital Management Lp
|
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|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
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|
Chilton Capital Management Llc
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
Abn Amro Investment Solutions
|
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|
Great Lakes Advisors, Llc
|
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Clough Global Equity Fund
|
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|
MWA Asset Management
|
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|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
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|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Ewa, Llc
|
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|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
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|
Knollwood Investment Advisory, LLC
|
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|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Baldwin Brothers Inc/ma
|
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|
McIlrath & Eck, LLC
|
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|
Kensington Investment Counsel, LLC
|
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|
Bell Investment Advisors, Inc
|
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|
Voleon Capital Management Lp
|
|
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|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
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|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
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|
|
Ako Capital Llp
|
|
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|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
