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Harfst & Associates, Inc.
|
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EPG Wealth Management LLC
|
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Sonoma Private Wealth LLC
|
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Carr Financial Group Corp
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
AdvisorNet Financial, Inc
|
|
|
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|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
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|
Cwm, Llc
|
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|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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|
Mutual Of America Capital Management Llc
|
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|
Mechanics Financial Corp
|
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|
Waldron Private Wealth LLC
|
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|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
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|
True Wealth Design, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Cito Capital Group, LLC
|
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Woodline Partners LP
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TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
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Axxcess Wealth Management, Llc
|
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Krilogy Financial LLC
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Bard Financial Services, Inc.
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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ICICI Prudential Asset Management Co Ltd
|
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Concentrum Wealth Management
|
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Meridian Wealth Management, LLC
|
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Ritholtz Wealth Management
|
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Ostrum Asset Management
|
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Eliot Finkel Investment Counsel, LLC
|
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Peak Asset Management, LLC
|
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PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
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|
Notis-McConarty Edward
|
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|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
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|
Aspect Partners, LLC
|
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Hgk Asset Management Inc
|
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Standard Life Aberdeen plc
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
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Crux Wealth Advisors
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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WealthTrak Capital Management LLC
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
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|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
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|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
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Burney Co/
|
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Kempen Capital Management N.v.
|
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Janus Henderson Group Plc
|
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Baker Tilly Financial, Llc
|
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Solstein Capital, LLC
|
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Fortitude Advisory Group L.L.C.
|
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Jain Global LLC
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Beacon Investment Advisors Llc
|
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Systematic Alpha Investments, LLC
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
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|
Advisor Group Holdings, Inc.
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
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|
Kennebec Savings Bank
|
|
|
|
|
|
1832 Asset Management L.P.
|
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|
Journey Strategic Wealth Llc
|
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|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
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|
Virtue Capital Management, LLC
|
|
|
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|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Torray Llc
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Teza Capital Management LLC
|
|
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|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
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|
Sfmg, Llc
|
|
|
|
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|
Hodges Capital Management Inc.
|
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|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Tenzing Global Management, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Milestones Private Investment Advisors LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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|
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|
Sei Investments Co
|
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|
CastleKnight Management LP
|
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|
Intermede Investment Partners Ltd
|
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|
BOK Financial Private Wealth, Inc.
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|
Lindbrook Capital, Llc
|
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|
Pinpoint Asset Management (Singapore) Pte. Ltd.
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IFG Advisory, LLC
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Rnc Capital Management Llc
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Kingstone Capital Partners Texas, LLC
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Harbor Investment Advisory, Llc
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
Wellington Shields Capital Management, LLC
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|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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|
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|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Profunds - Profund Vp Semiconductor
|
|
|
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Reynders McVeigh Capital Management, LLC
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Northern Trust Corp
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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Epoch Investment Partners, Inc.
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Summit Trail Advisors, Llc
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Continuum Advisory, LLC
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
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Challenger Wealth Management
|
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O'Brien Wealth Partners LLC
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ORG Partners LLC
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Ridgecrest Wealth Partners, Llc
|
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|
Peloton Wealth Strategists
|
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Wellspring Financial Advisors, LLC
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Motiv8 Investments LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
|
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|
Armstrong Advisory Group, Inc
|
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|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
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|
NorthRock Partners, LLC
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
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|
Belmont Capital, LLC
|
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Accurate Wealth Management, LLC
|
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Cantillon Capital Management Llc
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Anchor Capital Advisors Llc
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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|
Silicon Valley Capital Partners
|
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|
Hartland & Co., LLC
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
Generate Investment Management Ltd
|
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CIBC Asset Management Inc
|
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Baader Bank INC
|
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Carbahal Olsen Financial Services Group, LLC
|
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Associated Banc-corp
|
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Relyea Zuckerberg Hanson LLC
|
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Rafferty Asset Management, LLC
|
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|
Fayez Sarofim & Co
|
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Alexis Investment Partners, LLC
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Aviance Capital Partners, LLC
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Palisade Capital Management Llc/nj
|
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Markel Corp
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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1620 Investment Advisors, Inc.
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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|
Providence Capital Advisors, LLC
|
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|
Concord Asset Management, LLC/VA
|
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|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
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|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
Aster Capital Management (DIFC) Ltd
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Clay Northam Wealth Management, LLC
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
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|
King Luther Capital Management Corp
|
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RW Investment Management LLC
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
Ibex Wealth Advisors
|
|
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
|
|
Vermillion Wealth Management, Inc.
|
|
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|
Falcon Wealth Planning
|
|
|
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|
Parcion Private Wealth LLC
|
|
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|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
|
APG Asset Management US Inc.
|
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|
Stanley Capital Management, LLC
|
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|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Naya Capital Management Uk Ltd
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
SCS Capital Management LLC
|
|
|
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|
Tradewinds Capital Management, LLC
|
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Buckhead Capital Management Llc
|
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|
Norinchukin Bank, The
|
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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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|
First Heartland Consultants, Inc.
|
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|
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|
Stratos Wealth Advisors, LLC
|
|
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|
Elo Mutual Pension Insurance Co
|
|
|
|
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|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
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|
Parkworth Wealth Management, Inc.
|
|
|
|
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|
Bell Bank
|
|
|
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
Catalytic Wealth RIA, LLC
|
|
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|
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|
Empowered Funds, LLC
|
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|
waypoint wealth counsel
|
|
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Trust Co of Kansas
|
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
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|
Deprince Race & Zollo Inc
|
|
|
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|
Rehmann Capital Advisory Group
|
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|
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|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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|
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|
Roxbury Financial LLC
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
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|
WASHINGTON TRUST Co
|
|
|
|
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|
Centricity Wealth Management, LLC
|
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|
WoodTrust Financial Corp
|
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Credential Qtrade Securities Inc.
|
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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|
|
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|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
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|
CBOE Vest Financial, LLC
|
|
|
|
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|
Richards, Merrill & Peterson, Inc.
|
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|
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
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|
Manchester Capital Management LLC
|
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|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Northwest Bancshares, Inc.
|
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|
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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|
Public Sector Pension Investment Board
|
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Callan Family Office, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
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|
Sienna Gestion
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
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|
Albert D Mason Inc
|
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|
Provenance Wealth Advisors, LLC
|
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WPG Advisers, LLC
|
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BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
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Dupont Capital Management Corp
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
Charles Schwab Investment Management Inc
|
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|
Waterway Wealth Management, LLC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
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|
First Pacific Financial
|
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Outlook Wealth Advisors, LLC
|
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|
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|
DLK Investment Management, LLC
|
|
|
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|
Capital Markets Trading UK LLP
|
|
|
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
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|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
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|
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
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|
Advisory Resource Group
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
West Michigan Advisors, Llc
|
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|
Capital Analysts, Inc.
|
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|
Hudson Bay Capital Management LP
|
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|
LexAurum Advisors, LLC
|
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|
Scotia Capital Inc.
|
|
|
|
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|
Legacy Wealth Managment, LLC/ID
|
|
|
|
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|
PDS Planning, Inc
|
|
|
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|
|
Asset Dedication, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Criteria Caixa, S.a.u.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
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|
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|
Strategic Advocates LLC
|
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|
General Partner, Inc.
|
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|
Mizuho Securities Co. Ltd.
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O'ROURKE & COMPANY, Inc
|
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Warwick Investment Management, Inc.
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IMPACTfolio, LLC
|
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Value Partners Investments Inc.
|
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|
|
STF Management LP
|
|
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|
Navellier & Associates Inc
|
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|
|
Masso Torrence Wealth Management Inc.
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|
Centennial Wealth Advisory LLC
|
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|
First Command Advisory Services, Inc.
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|
EDENTREE ASSET MANAGEMENT Ltd
|
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Telos Capital Management, Inc.
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|
Two Sigma Investments, Lp
|
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Costello Asset Management, INC
|
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|
AustralianSuper Pty Ltd
|
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|
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Sanders Capital, LLC
|
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|
|
Corton Capital Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
RDST Capital LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
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|
Pnc Financial Services Group, Inc.
|
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|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
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|
|
|
Park Avenue Securities Llc
|
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|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
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|
JT Stratford LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
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|
Wolff Wiese Magana Llc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
|
Ellevest, Inc.
|
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|
|
Ninety One UK Ltd
|
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|
Verition Fund Management LLC
|
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|
IFM Investors Pty Ltd
|
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|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
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|
IAG Wealth Partners, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
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|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
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|
|
|
Metis Global Partners, LLC
|
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|
State of Wyoming
|
|
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|
|
Impact Capital Partners LLC
|
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|
Mariner, LLC
|
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|
|
Daiwa Securities Group Inc.
|
|
|
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|
Worth Financial Advisory Group, LLC
|
|
|
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|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
We Are One Seven, LLC
|
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|
Richard W. Paul & Associates, LLC
|
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|
|
Gold Investment Management Ltd.
|
|
|
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|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Milestone Resources Group Ltd
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Noked Israel Ltd
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
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|
Nixon Peabody Trust Co
|
|
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|
|
|
Edmond De Rothschild Holding S.a.
|
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TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
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|
|
Fisher Funds Management LTD
|
|
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|
|
Cornell Pochily Investment Advisors, Inc.
|
|
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|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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|
|
Integrated Wealth Concepts LLC
|
|
|
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|
Midwest Professional Planners, LTD.
|
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|
TCI Wealth Advisors, Inc.
|
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Capula Management Ltd
|
|
|
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|
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Profunds - Profund Vp Nasdaq-100
|
|
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|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
|
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|
Cottage Street Advisors LLC
|
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|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Hartford Financial Management Inc.
|
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|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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|
Wiley Bros.-aintree Capital, Llc
|
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Nvwm, Llc
|
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|
Hickory Asset Management, Inc.
|
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|
Princeton Global Asset Management LLC
|
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|
Eaton Financial Holdings Company, LLC
|
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|
Moloney Securities Asset Management, LLC
|
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|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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|
Mainstay Capital Management Llc /adv
|
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|
Bank Of Montreal /can/
|
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Harrell Investment Partners, Llc
|
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Charter Oak Capital Management, LLC
|
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|
Papp L Roy & Associates
|
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Seeds Investor Llc
|
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Ring Mountain Capital, LLC
|
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Mediolanum International Funds Ltd
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
Vision Capital Management, Inc.
|
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Maj Invest Holding A/S
|
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Perigon Wealth Management, LLC
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
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|
Cim Investment Mangement Inc
|
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|
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|
Chesley Taft & Associates LLC
|
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Erste Asset Management GmbH
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
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|
Managed Asset Portfolios, Llc
|
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|
DARP - Tidal Trust II - Grizzle Growth ETF
|
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|
4wealth Advisors, Inc.
|
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|
Sound Shore Management Inc /ct/
|
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|
Mosaic Financial Group, Llc
|
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|
Exencial Wealth Advisors, Llc
|
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|
CMT Capital Markets Trading GmbH
|
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|
|
Gerber Kawasaki Wealth & Investment Management
|
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|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Profunds - Profund Vp Ultrabull
|
|
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|
Horizon Financial Services, Llc
|
|
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|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Summit Street Capital Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
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|
|
Engineers Gate Manager LP
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
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Arrow Financial Corp
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Ag2r La Mondiale Gestion D'actifs
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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Sterling Capital Management LLC
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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|
Lion Street Advisors, LLC
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Bond & Devick Financial Network, Inc.
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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Fragasso Group Inc.
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Nations Financial Group Inc, /ia/ /adv
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Birchbrook, Inc.
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Fulcrum Asset Management LLP
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New York State Common Retirement Fund
|
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Resonant Capital Advisors, LLC
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
Moneta Group Investment Advisors Llc
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|
Center For Asset Management LLC
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Wade Financial Advisory, Inc
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Tiaa Trust, National Association
|
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Waters Parkerson & Co., Llc
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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Baker Avenue Asset Management, LP
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
WestEnd Advisors, LLC
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|
Fidelis Capital Partners, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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Lsv Asset Management
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Portside Wealth Group, LLC
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Liberty Wealth Management Llc
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Guggenheim Strategic Opportunities Fund
|
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Farther Finance Advisors, LLC
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Lincoln Capital LLC
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Roanoke Asset Management Corp/ Ny
|
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McCarthy Asset Management, Inc.
|
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Ridgewood Investments LLC
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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|
Gleason Group, Inc.
|
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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|
Hoxton Planning & Management, LLC
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|
Ubs Asset Management Americas Inc
|
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|
Wesbanco Bank Inc
|
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|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
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|
Caitong International Asset Management Co., Ltd
|
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|
Davis Capital Management
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
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|
Fairtree Asset Management (Pty) Ltd
|
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|
TD Capital Management LLC
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Jefferies Financial Group Inc.
|
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
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|
Fortune Financial Advisors, LLC
|
|
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|
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|
Jump Financial, LLC
|
|
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|
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|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
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|
Five Oceans Advisors
|
|
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|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
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|
Karani Asset Management LLC
|
|
|
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|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Puzo Michael J
|
|
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|
|
|
Abn Amro Investment Solutions
|
|
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|
Belpointe Asset Management LLC
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
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|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Catalyst Financial Partners Llc
|
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|
Sentry LLC
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
Winthrop Capital Management, LLC
|
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|
First National Advisers, LLC
|
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|
WESPAC Advisors, LLC
|
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|
Barnes Pettey Financial Advisors, Llc
|
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|
|
Arvest Investments, Inc.
|
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|
|
|
|
Zevin Asset Management Llc
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Abrams Bison Investments, Llc
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Binnacle Investments Inc
|
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|
Aprio Wealth Management, LLC
|
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|
Jackson Thornton Asset Management, Llc
|
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|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
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|
Sage Mountain Advisors LLC
|
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|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
HAP Trading, LLC
|
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|
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|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
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|
Capital A Wealth Management, LLC
|
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Redwood Investment Management, Llc
|
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Baird Financial Group, Inc.
|
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Zacks Investment Management
|
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Everpar Advisors Llc
|
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Keybank National Association/oh
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Jpmorgan Chase & Co
|
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Symmetry Investments LP
|
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Us Bancorp \de\
|
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Washington Trust Advisors, Inc.
|
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Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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|
Iron Horse Wealth Management, LLC
|
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|
Xn Lp
|
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Kozak & Associates, Inc.
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
Bristlecone Advisors, LLC
|
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|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
|
|
|
Rhumbline Advisers
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
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|
Boomfish Wealth Group, LLC
|
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|
Vise Technologies, Inc.
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Quantinno Capital Management LP
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Choate Investment Advisors
|
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CHICAGO TRUST Co NA
|
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Halbert Hargrove Global Advisors, Llc
|
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Processus Wealth & Capital Management, LLC
|
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SG Americas Securities, LLC
|
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|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
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|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Capstone Investment Advisors, Llc
|
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Treasurer of the State of North Carolina
|
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|
Triangle Securities Wealth Management
|
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United Asset Strategies, Inc.
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
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|
|
1st Source Bank
|
|
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|
Astoria Portfolio Advisors LLC.
|
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Traynor Capital Management, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
|
Charter Trust Co
|
|
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|
|
Colonial Trust Advisors
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
|
Gw Henssler & Associates Ltd
|
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|
L.m. Kohn & Company
|
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|
iA Global Asset Management Inc.
|
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Cidel Asset Management Inc
|
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|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
|
Worldquant Millennium Advisors Llc
|
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|
William Allan, Llc
|
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|
MAI Capital Management
|
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|
Westover Capital Advisors, LLC
|
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|
MTM Investment Management, LLC
|
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Azzad Asset Management Inc /adv
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
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|
|
Consilium Wealth Advisory, LLC
|
|
|
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|
|
Cooper Creek Partners Management Llc
|
|
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|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
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|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
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|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Coronation Fund Managers Ltd.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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S.E.E.D. Planning Group LLC
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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|
Capital International Sarl
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Osterweis Capital Management Inc
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Berbice Capital Management LLC
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E&G Advisors, LP
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ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
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|
Crowley Wealth Management, Inc.
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Core Alternative Capital
|
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Kayne Anderson Rudnick Investment Management Llc
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GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
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Tower Bridge Advisors
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Lowe Brockenbrough & Co Inc
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Redmond Asset Management, LLC
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Advisors Capital Management, LLC
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Nuveen, LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Greenwich Wealth Management LLC
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Bokf, Na
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DnB Asset Management AS
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Oarsman Capital, Inc.
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Welch Group, LLC
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
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Grassi Investment Management
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Delta Financial Group, Inc.
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
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Forza Wealth Management, LLC
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Gallacher Capital Management LLC
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Ing Groep Nv
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
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Private Wealth Management Group, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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Shelton Wealth Management, Llc
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Applied Finance Capital Management, LLC
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Claro Advisors LLC
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Hall Laurie J Trustee
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Visionary Horizons, LLC
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Biltmore Family Office, LLC
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Harvest Fund Management Co., Ltd
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Forefront Wealth Partners, LLC
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Caxton Associates Llp
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
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Moran Wealth Management, LLC
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Virtus Family Office LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Traub Capital Management LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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BNP Paribas Asset Management Holding S.A.
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Cohen Klingenstein LLC
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Cardinal Capital Management, Inc.
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Guinness Asset Management LTD
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GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
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BLI - Banque de Luxembourg Investments
|
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Stevens Capital Management Lp
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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LIVR - EA Series Trust - Intelligent Livermore ETF
|
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Founders Financial Alliance, LLC
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Mayflower Financial Advisors, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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Mirabella Financial Services Llp
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Savvy Advisors, Inc.
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
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Cypress Wealth Services, LLC
|
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First Manhattan Co
|
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Systematic Financial Management Lp
|
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Josh Arnold Investment Consultant, Llc
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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|
Stephens Consulting, LLC
|
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Tortoise Investment Management, LLC
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CORDA Investment Management, LLC.
|
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Clarius Group, LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Four Tree Island Advisory LLC
|
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|
Peak6 Llc
|
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Pflug Koory, LLC
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
National Asset Management, Inc.
|
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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|
AlphaCore Capital LLC
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
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|
Independence Bank of Kentucky
|
|
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|
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|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Caas Capital Management Lp
|
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|
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|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
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|
|
|
|
Vaughan David Investments Inc/il
|
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|
Chemung Canal Trust Co
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
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Victory Capital Management Inc
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South Dakota Investment Council
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
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SILVER OAK SECURITIES, Inc
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IMG Wealth Management, Inc.
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
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NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
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Foster & Motley Inc
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Farmers & Merchants Investments Inc
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SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
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Noble Wealth Management PBC
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First Community Trust Na
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Apella Capital, LLC
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CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Accredited Investors Inc.
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Norden Group Llc
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DSG Capital Advisors, LLC
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Bonness Enterprises Inc
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Chilton Capital Management Llc
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Toronto Dominion Bank
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Bank Of Nova Scotia
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Van Hulzen Asset Management, LLC
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Silver Coast Investments LLC
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Hollow Brook Wealth Management LLC
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Kentucky Retirement Systems
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
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Cornerstone Advisory, LLC
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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|
Northwestern Mutual Wealth Management Co
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Corient IA LLC
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Sunpointe, LLC
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Skopos Labs, Inc.
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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State Board Of Administration Of Florida Retirement System
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Portland Global Advisors LLC
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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
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Patriot Financial Group Insurance Agency, LLC
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USRD - Themes ETF Trust - Themes US R&D Champions ETF
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GABELLI & Co INVESTMENT ADVISERS, INC.
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My Personal CFO, LLC
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Private Wealth Asset Management, LLC
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Stance Capital Llc
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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Wisconsin Wealth Advisors, LLC
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ISAM Funds (UK) Ltd
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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Institutional Investment Strategy Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
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Diversified Trust Co
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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Ronald Blue Trust, Inc.
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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Guardian Capital Lp
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Laird Norton Trust Company, Llc
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Fort Sheridan Advisors Llc
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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Anchor Investment Management, LLC
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Mutual Advisors, LLC
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Obermeyer Wood Investment Counsel, Lllp
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Capital Asset Advisory Services LLC
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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Bravias Capital Group, LLC
|
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Centiva Capital, LP
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B. Metzler seel. Sohn & Co. AG
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Vista Wealth Management Group, LLC
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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Glen Eagle Advisors, LLC
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
Elefante Mark B
|
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|
Evexia Wealth Llc
|
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|
Valued Wealth Advisors LLC
|
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|
Bridgewater Advisors Inc.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Liberty All Star Growth Fund Inc.
|
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|
Dagco, Inc.
|
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|
Talbot Financial, LLC
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
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|
Rockefeller Capital Management L.P.
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
Isthmus Partners, Llc
|
|
|
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|
Prestige Wealth Management Group LLC
|
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|
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|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
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|
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|
Beacon Investment Advisory Services, Inc.
|
|
|
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|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Strs Ohio
|
|
|
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|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
IASMX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Asia Focus Fund
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
Pcg Asset Management, Llc
|
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|
Two Sigma Securities, Llc
|
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|
Future Fund LLC
|
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|
DRW Securities, LLC
|
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|
Centurion Wealth Management LLC
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
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|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
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|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
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|
Webster Bank, N. A.
|
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|
Redwood Financial Network Corp
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
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|
Everence Capital Management Inc
|
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|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
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|
|
Polymer Capital Management (US) LLC
|
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|
Van Eck Associates Corp
|
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|
Destination Wealth Management
|
|
|
|
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|
Lumbard & Kellner, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
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|
|
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|
Simplex Trading, Llc
|
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|
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|
Golden State Wealth Management, LLC
|
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|
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|
Lewis Asset Management, LLC
|
|
|
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|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
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|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
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|
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|
Brandywine Oak Private Wealth Llc
|
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|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Rathbone Brothers plc
|
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|
Callahan Advisors, LLC
|
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|
Wealthedge Investment Advisors, Llc
|
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|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
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|
Fairman Group, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
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|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Broad Run Investment Management, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Great Lakes Advisors, Llc
|
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|
Abacus Planning Group, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
Greenleaf Trust
|
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Gabelli Funds Llc
|
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Candriam Luxembourg S.C.A.
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
Fwl Investment Management, Llc
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Horizon Investment Services, LLC
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Purus Wealth Management, LLC
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Nippon Life Global Investors Americas, Inc.
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Foster Dykema Cabot & Partners, Llc
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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VisionPoint Advisory Group, LLC
|
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|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Mb, Levis & Associates, Llc
|
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Ilex Capital Partners (UK) LLP
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Bnp Paribas
|
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Mosaic Family Wealth Partners, Llc
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
Consolidated Portfolio Review Corp
|
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Payden & Rygel
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Versor Investments LP
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
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|
Glenview Trust Co
|
|
|
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M&t Bank Corp
|
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|
|
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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Regions Financial Corp
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Addison Capital Co
|
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HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
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StoneX Group Inc.
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Clark Capital Management Group, Inc.
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Summit Financial Strategies, Inc.
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JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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Beacon Pointe Advisors, LLC
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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Harbor Island Capital LLC
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Equitable Holdings, Inc.
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IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
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Peterson Wealth Services
|
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Raymond James Financial Inc
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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|
Plimoth Trust Co Llc
|
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MidWestOne Financial Group, Inc.
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SBI Securities Co., Ltd.
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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VeraBank, N.A.
|
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49 Wealth Management, Llc
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Hurley Capital, LLC
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SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
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XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
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Needham Investment Management Llc
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Sigma Planning Corp
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Legacy Capital Wealth Partners, LLC
|
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MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS
|
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BBR ALO Fund, LLC
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EdgePoint Investment Group Inc.
|
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L2 Asset Management, LLC
|
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TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials
|
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Courier Capital Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Dixon Fnancial Services, Inc.
|
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Simplicity Wealth,LLC
|
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Sciencast Management LP
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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Breakwater Investment Management
|
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Financial Advocates Investment Management
|
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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Hsbc Holdings Plc
|
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TruWealth Advisors, LLC
|
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|
Convergence Investment Partners, LLC
|
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|
Valley National Advisers Inc
|
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|
Jupiter Asset Management Ltd
|
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|
Meridian Wealth Advisors, LLC
|
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|
Td Asset Management Inc
|
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|
Colonial Trust Co / SC
|
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
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|
|
|
Richardson Financial Services Inc.
|
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|
Delta Asset Management Llc/tn
|
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Mirador Capital Partners LP
|
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|
Tcw Group Inc
|
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|
Pacer Advisors, Inc.
|
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|
Cape Ann Savings Bank
|
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|
Rothschild Investment Llc
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
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SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
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Joel Isaacson & Co., LLC
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Wealth Architects, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Running Point Capital Advisors, LLC
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|
Stephens Inc /ar/
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Citizens Financial Group Inc/ri
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VCI Wealth Management LLC
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
Mowery & Schoenfeld Wealth Management, LLC
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TradeLink Capital LLC
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|
Perennial Advisors, LLC
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Searle & Co.
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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Saba Capital Management, L.P.
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Teacher Retirement System Of Texas
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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|
Syntax Research, Inc.
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Alpha Omega Wealth Management LLC
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Impact Investors, Inc
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Roundview Capital LLC
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Family CFO Inc
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Rsm Us Wealth Management Llc
|
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Accent Capital Management, LLC
|
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CoreFirst Bank & Trust
|
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Dohj, Llc
|
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FineMark National Bank & Trust
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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QV Investors Inc.
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LeConte Wealth Management, LLC
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D. E. Shaw & Co., Inc.
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Deutsche Bank Ag\
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R. W. Roge & Company, Inc.
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Kestra Private Wealth Services, Llc
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SFE Investment Counsel
|
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PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
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Bedel Financial Consulting, Inc.
|
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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Wealth Enhancement Advisory Services, Llc
|
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Next Level Private LLC
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
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IMC-Chicago, LLC
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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JNBA Financial Advisors
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Canopy Partners, LLC
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TFR Capital, LLC.
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Quotient Wealth Partners, LLC
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SWS Partners
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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North Star Investment Management Corp.
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FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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Cornerstone Advisors, LLC
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Albion Financial Group /ut
|
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Leavell Investment Management, Inc.
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
NewEdge Wealth, LLC
|
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BCJ Capital Management, LLC
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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S-Bank Fund Management Ltd
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Western Wealth Management, LLC
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
ARS Wealth Advisors Group, LLC
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|
Hallmark Capital Management Inc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
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LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
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|
Americana Partners, LLC
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|
MONECO Advisors, LLC
|
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|
Ensign Peak Advisors, Inc
|
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|
FSA Wealth Management LLC
|
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|
Frazier Financial Advisors, LLC
|
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|
Nautilus Advisors LLC
|
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|
Gryphon Financial Partners LLC
|
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|
Korea Investment CORP
|
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|
Xponance, Inc.
|
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|
Prospera Financial Services Inc
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
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|
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|
Lmcg Investments, Llc
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
RD Finance Ltd
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
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CGC Financial Services, LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
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Fiera Capital Corp
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Migdal Insurance & Financial Holdings Ltd.
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Hudock, Inc.
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Oversea-Chinese Banking CORP Ltd
|
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Apollon Wealth Management, LLC
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Sagespring Wealth Partners, Llc
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McElhenny Sheffield Capital Management, LLC
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Wahed Invest LLC
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Hartline Investment Corp/
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Capital Performance Advisors Llp
|
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Boston Private Wealth Llc
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
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Moment Partners, LLC
|
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RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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NewSquare Capital LLC
|
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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Quartz Partners, LLC
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Federation des caisses Desjardins du Quebec
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Vident Advisory, LLC
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TFC Financial Management
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Patten & Patten Inc/tn
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Live Oak Private Wealth LLC
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Cetera Investment Advisers
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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Bnp Paribas Arbitrage, Sa
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Walleye Trading LLC
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Wedbush Securities Inc
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Nemes Rush Group LLC
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Godsey & Gibb Associates
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BLPIX - Profunds - Bull Profund Investor Class
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Credential Securities Inc.
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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Aviso Wealth Management
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Gillespie Robinson & Grimm Inc
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Analyst IMS Investment Management Services Ltd.
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Congress Asset Management Co /ma
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Coastline Trust Co
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Cyndeo Wealth Partners, LLC
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Premier Path Wealth Partners, LLC
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Greenland Capital Management LP
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Brown, Lisle/cummings, Inc.
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SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
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Voya Financial Advisors, Inc.
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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Florida Financial Advisors, Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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Arvest Bank Trust Division
|
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PFG Advisors
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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|
United Community Bank
|
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|
UMA Financial Services, Inc.
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
Integris Wealth Management, LLC
|
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|
Bigelow Investment Advisors, LLC
|
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Venture Visionary Partners LLC
|
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|
Nilsine Partners, LLC
|
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|
Capital Research Global Investors
|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
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|
Potentia Wealth
|
|
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|
Braun-Bostich & Associates Inc.
|
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|
180 Wealth Advisors, Llc
|
|
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|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
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|
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|
Roberts Capital Advisors, LLC
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
|
Marco Investment Management Llc
|
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|
North Capital, Inc.
|
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|
GFG Capital, LLC
|
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|
Martin Capital Advisors, LLP
|
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|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CTEX - PROSHARES TRUST - ProShares S&P Kensho Cleantech ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
St Germain D J Co Inc
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Symphony Financial, Ltd. Co.
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LRI Investments, LLC
|
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Carmel Capital Partners, LLC
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
Tompkins Financial Corp
|
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|
Financial Management Professionals, Inc.
|
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|
West Wealth Group, LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
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|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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|
Tokio Marine Asset Management Co Ltd
|
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Conning Inc.
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First National Trust Co
|
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|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
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|
Newman Dignan & Sheerar, Inc.
|
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Sebold Capital Management, Inc.
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
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Wealth Effects Llc
|
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Kirtland Hills Capital Management, Llc
|
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Wealthcare Advisory Partners LLC
|
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Profunds - Profund Vp Ultranasdaq-100
|
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Clark Financial Services Group Inc /bd
|
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Roberts Glore & Co Inc /il/
|
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Panagora Asset Management Inc
|
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Sheaff Brock Investment Advisors, LLC
|
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Ullmann Financial Group, Inc.
|
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Concurrent Investment Advisors, LLC
|
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Moller Financial Services
|
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LGT Financial Advisors LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Avaii Wealth Management, Llc
|
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Private Advisory Group LLC
|
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Audent Global Asset Management, LLC
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Financial Network Wealth Advisors LLC
|
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Client 1st Advisory Group, Llc
|
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CI Private Wealth, LLC
|
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|
Dimensional Fund Advisors Lp
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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|
Rexford Capital Inc
|
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|
Aspiriant, Llc
|
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Orca Wealth Management, LLC
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Squarepoint Ops LLC
|
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North Berkeley Wealth Management, LLC
|
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True North Advisors, LLC
|
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Kilter Group LLC
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Resources Investment Advisors, LLC.
|
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Roble, Belko & Company, Inc
|
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|
Hennessy Advisors Inc
|
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|
Td Private Client Wealth Llc
|
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|
Founders Capital Management
|
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DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
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Net Worth Advisory Group
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Bank Of Hawaii
|
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GLOBALT Investments LLC / GA
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
Kodai Capital Management LP
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Syon Capital Llc
|
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|
Harbour Investments, Inc.
|
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SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
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|
Argentarii, LLC
|
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|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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|
Sax Wealth Advisors, Llc
|
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|
E Fund Management Co., Ltd.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
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|
|
Brookstone Capital Management
|
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|
Range Financial Group LLC
|
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|
Parallel Advisors, LLC
|
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|
Wells Fargo & Company/mn
|
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|
Tanaka Capital Management Inc
|
|
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
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|
|
Focus Financial Network, Inc.
|
|
|
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|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
PenderFund Capital Management Ltd.
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
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Cherry Tree Wealth Management, LLC
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Smithfield Trust Co
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jvl associates llc
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Banco Bilbao Vizcaya Argentaria, S.a.
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Kickstand Ventures, Llc.
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Versant Capital Management, Inc
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Monetary Management Group Inc
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Financial Network Wealth Management LLC
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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NEOS Investment Management LLC
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
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Cullen Capital Management, LLC
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Rossby Financial, LCC
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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Prentiss Smith & Co Inc
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Cheviot Value Management, LLC
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CENTRAL TRUST Co
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Turning Point Benefit Group, Inc.
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Castle Wealth Management Llc
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
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J. W. Coons Advisors, LLC
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
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Tectonic Advisors Llc
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Bank Of America Corp /de/
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Gerber, Llc
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
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Cape Investment Advisory, Inc.
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Simmons Bank
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
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Twin Tree Management, LP
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
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Conscious Wealth Investments, Llc
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Turtle Creek Wealth Advisors, LLC
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International Assets Investment Management, Llc
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Gotham Asset Management, LLC
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Private Advisor Group, LLC
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Wealth Management Associates, Inc.
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Alberta Investment Management Corp
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Agf Management Ltd
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Beaumont Financial Advisors, LLC
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
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Douglass Winthrop Advisors, LLC
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Patrick M Sweeney & Associates, Inc
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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Delaney Dennis R
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Atlantic Trust, LLC
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
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Morse Asset Management, Inc
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WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
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Farmers National Bank
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Advisors Management Group Inc /adv
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Stockman Wealth Management, Inc.
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Public Investment Fund
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
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Christopher J. Hasenberg, Inc
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Park Place Capital Corp
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Sava Infond d.o.o.
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JustInvest LLC
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NJ State Employees Deferred Compensation Plan
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
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Global Wealth Strategies & Associates
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
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Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
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RFG Advisory, LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Eagle Strategies LLC
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Grandfield & Dodd, Llc
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
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