|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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|
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|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Curat Global, LLC
|
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|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
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|
Cross Staff Investments Inc
|
|
|
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|
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares
|
|
|
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|
Smith Group Asset Management, LLC
|
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|
M&t Bank Corp
|
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|
Legacy Capital Group California, Inc.
|
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|
Crawford Investment Counsel Inc
|
|
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|
Foundations Investment Advisors, LLC
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Akre Capital Management Llc
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
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|
DRW Securities, LLC
|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
Citadel Advisors Llc
|
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Procyon Private Wealth Partners, LLC
|
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|
VisionPoint Advisory Group, LLC
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
HB Wealth Management, LLC
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Evergreen Capital Management Llc
|
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Barbara Oil Co.
|
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Cerity Partners LLC
|
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SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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|
Intrust Bank Na
|
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|
Siemens Fonds Invest GmbH
|
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|
D'Orazio & Associates, Inc.
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
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|
|
Gitterman Wealth Management, LLC
|
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|
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|
|
Goelzer Investment Management, Inc.
|
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|
|
|
Harvest Portfolios Group Inc.
|
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|
Norway Savings Bank
|
|
|
|
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|
Perkins Coie Trust Co
|
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|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
|
Cottage Street Advisors LLC
|
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|
|
Rathbone Brothers plc
|
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|
Ronald Blue Trust, Inc.
|
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|
S.E.E.D. Planning Group LLC
|
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|
|
Glenview Trust Co
|
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|
Union Savings Bank
|
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|
Captrust Financial Advisors
|
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USS Investment Management Ltd
|
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|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
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|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
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|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
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|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
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|
|
|
Agf Management Ltd
|
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|
Capital Investment Advisory Services, LLC
|
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|
|
|
|
Legacy Wealth Managment, LLC/ID
|
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|
Arcataur Capital Management LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Lavaca Capital Llc
|
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|
Snowden Capital Advisors LLC
|
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|
Sittner & Nelson, Llc
|
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|
Townsquare Capital Llc
|
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|
Burney Co/
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
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|
|
|
Quest Partners LLC
|
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|
|
|
|
Norden Group Llc
|
|
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|
|
Mml Investors Services, Llc
|
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|
Pacific Center for Financial Services
|
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|
Mar Vista Investment Partners Llc
|
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|
Creative Financial Designs Inc /adv
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
Texas Yale Capital Corp.
|
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|
|
OneAscent Investment Solutions LLC
|
|
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|
|
DT Investment Partners, LLC
|
|
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|
Compass Financial Services Inc
|
|
|
|
|
|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Goldman Sachs Real Estate Diversified Income Fund
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
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Sunburst Financial Group, LLC
|
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|
Park Square Financial Group, LLC
|
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|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
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|
Atwood & Palmer Inc
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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CNB Bank
|
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PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
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|
NZS Capital, LLC
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|
Berkeley Capital Partners, LLC
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Alpha Cubed Investments, LLC
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|
WealthCollab, LLC
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Southeast Asset Advisors Inc.
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Bill Few Associates, Inc.
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Bank Of America Corp /de/
|
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|
Verdence Capital Advisors LLC
|
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|
MainStay CBRE Global Infrastructure Megatrends Fund
|
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|
Rockbridge Capital Management LLC
|
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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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|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
Keener Financial Planning LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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|
Evelyn Partners Investment Management Services Ltd
|
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LPL Financial LLC
|
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|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
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Alps Advisors Inc
|
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1st Source Bank
|
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|
Capital Analysts, Inc.
|
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Kathmere Capital Management, LLC
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Moss Adams Wealth Advisors LLC
|
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Midwest Professional Planners, LTD.
|
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WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
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Tabor Asset Management, LP
|
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West Oak Capital, LLC
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TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
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Apriem Advisors
|
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Wd Rutherford Llc
|
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Essex LLC
|
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Fairfield, Bush & Co.
|
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SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
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Aspect Partners, LLC
|
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Bell Investment Advisors, Inc
|
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Buckingham Strategic Partners
|
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HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
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Icon Wealth Advisors, LLC
|
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Turtle Creek Wealth Advisors, LLC
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Allianzgi Equity & Convertible Income Fund
|
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|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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Roman Butler Fullerton & Co
|
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RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
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MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
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Robeco Institutional Asset Management B.V.
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Somerset Trust Co
|
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AllSquare Wealth Management LLC
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Janney Capital Management LLC
|
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Thompson Siegel & Walmsley Llc
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Freestone Capital Holdings, LLC
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
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|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
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|
EverSource Wealth Advisors, LLC
|
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Gryphon Financial Partners LLC
|
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|
Deseret Mutual Benefit Administrators
|
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|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
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|
Paladin Advisory Group, LLC
|
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Csenge Advisory Group
|
|
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|
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
|
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|
Tower View Investment Management & Research LLC
|
|
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|
Horst & Graben Wealth Management LLC
|
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|
Oribel Capital Management, LP
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
Dupont Capital Management Corp
|
|
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|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
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|
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|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
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|
Harbor Investment Advisory, Llc
|
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|
ArrowMark Colorado Holdings LLC
|
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|
Quantinno Capital Management LP
|
|
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|
L.m. Kohn & Company
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
CFGIX - Total Fund Solution - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
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|
JT Stratford LLC
|
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|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
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|
California Public Employees Retirement System
|
|
|
|
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|
Oppenheimer Asset Management Inc.
|
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|
Valued Wealth Advisors LLC
|
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|
Old National Bancorp /in/
|
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|
Angeles Wealth Management, Llc
|
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|
Financial Gravity Companies, Inc.
|
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|
Binnacle Investments Inc
|
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|
Spears Abacus Advisors LLC
|
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XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
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|
10Elms LLP
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
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|
Private Wealth Management Group, LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
Advisor OS, LLC
|
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Boston Family Office Llc
|
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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|
Mizuho Securities Usa Llc
|
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|
MetLife Investment Management, LLC
|
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FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Semmax Financial Advisors Inc.
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Steward Partners Investment Advisory, Llc
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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|
Ellsworth Growth & Income Fund Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
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|
Bath Savings Trust Co
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
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|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
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|
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
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|
Trust Point Inc.
|
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FineMark National Bank & Trust
|
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Td Asset Management Inc
|
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Gilder Gagnon Howe & Co Llc
|
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American Century Companies Inc
|
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Park National Corp /oh/
|
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Gen-Wealth Partners Inc
|
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|
J. Safra Sarasin Holding AG
|
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|
Nwam Llc
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Dudley Capital Management, Llc
|
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JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Lewis Asset Management, LLC
|
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|
ROSS\JOHNSON & Associates LLC
|
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WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
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|
Kathleen S. Wright Associates Inc.
|
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|
Skylands Capital, LLC
|
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|
Pinnacle Wealth Management Group, Inc.
|
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|
Sei Investments Co
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
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Breakwater Capital Group
|
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|
Manufacturers Life Insurance Company, The
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
Cove Private Wealth, LLC
|
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Atria Investments Llc
|
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Custom Index Systems, Llc
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
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|
Redmond Asset Management, LLC
|
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|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
|
|
Heritage Wealth Management, Inc.
|
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|
|
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|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
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|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
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|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Adelante Capital Management LLC
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Earnest Partners Llc
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Duff & Phelps Global Utility Income Fund Inc.
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Financial Freedom, LLC
|
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United Community Bank
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Partners Group Holding AG
|
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Diversified Trust Co
|
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RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
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Proquility Private Wealth Partners, LLC
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Asset Allocation & Management Company, LLC
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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Cornerstone Strategic Value Fund Inc
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
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National Pension Service
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Hunter Perkins Capital Management, LLC
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Carrera Capital Advisors
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Lederer & Associates Investment Counsel/ca
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Savvy Advisors, Inc.
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Kovitz Investment Group Partners, LLC
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Lvm Capital Management Ltd/mi
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MAI Capital Management
|
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Sheaff Brock Investment Advisors, LLC
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Chevy Chase Trust Holdings, Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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Mitchell Sinkler & Starr/pa
|
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GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
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Blue Chip Partners, Inc.
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VestGen Advisors, LLC
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Treasurer of the State of North Carolina
|
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SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Pensionmark Financial Group, Llc
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
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NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
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IMG Wealth Management, Inc.
|
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TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Farther Finance Advisors, LLC
|
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Rockefeller Capital Management L.P.
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Choate Investment Advisors
|
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Spinnaker Trust
|
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Neuberger Berman Real Estate Securities Income Fund Inc
|
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Kestra Investment Management, LLC
|
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Pinnacle Wealth Planning Services, Inc.
|
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Principal Diversified Select Real Asset Fund
|
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Spirit Of America Management Corp/ny
|
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
Total Investment Management Inc
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Operose Advisors LLC
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Savant Capital, LLC
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Elevated Capital Advisors, LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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Golden State Equity Partners
|
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Quadrant Capital Group Llc
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Lazard Asset Management Llc
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Checchi Capital Advisers, LLC
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Fairview Capital Investment Management, Llc
|
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Anfield Capital Management, LLC
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ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
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Acorn Financial Advisory Services Inc /adv
|
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Columbia Asset Management
|
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|
Buttonwood Financial Advisors Inc.
|
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Colony Group, LLC
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
Edmond De Rothschild Holding S.a.
|
|
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|
Brasada Capital Management, Lp
|
|
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Capital A Wealth Management, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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ABLE Financial Group, LLC
|
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|
Hollencrest Capital Management
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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|
Pflug Koory, LLC
|
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|
Fortress Private Ledger, Llc
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Marion Wealth Management
|
|
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|
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund
|
|
|
|
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|
Twin City Private Wealth, Llc
|
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|
Sapient Capital Llc
|
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|
Aurdan Capital Management, LLC
|
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|
Gabelli Multimedia Trust Inc.
|
|
|
|
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|
Jones Financial Companies Lllp
|
|
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|
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|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
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|
|
|
Texas Permanent School Fund
|
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Cohen & Steers Total Return Realty Fund Inc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
B&I Capital AG
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
|
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|
Hantz Financial Services, Inc.
|
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|
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|
Kfg Wealth Management, Llc
|
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Df Dent & Co Inc
|
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|
Addison Advisors LLC
|
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Hutchens & Kramer Investment Management Group, LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Canada Pension Plan Investment Board
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
Fortitude Family Office, LLC
|
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|
UMA Financial Services, Inc.
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Altshuler Shaham Ltd
|
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Kingsview Wealth Management, LLC
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MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
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|
Nan Shan Life Insurance Co., Ltd.
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Stablepoint Partners, LLC
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Ascent Group, LLC
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Onefund, Llc
|
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Freestone Grove Partners LP
|
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Moody Lynn & Lieberson, Llc
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
Second Half Financial Partners, LLC
|
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Wbh Advisory Inc
|
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Liontrust Investment Partners LLP
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Principal Real Estate Income Fund
|
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Viking Global Investors Lp
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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Mbb Public Markets I Llc
|
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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|
Bwcp, Lp
|
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TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
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CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
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Td Private Client Wealth Llc
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Caisse Des Depots Et Consignations
|
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Financial Network Wealth Advisors LLC
|
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Capula Management Ltd
|
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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ProShare Advisors LLC
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SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
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LMR Partners LLP
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Pettyjohn, Wood & White, Inc
|
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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ELCV - Strategy Shares - Eventide High Dividend ETF
|
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Barton Investment Management
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Congress Wealth Management LLC / DE /
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Longfellow Investment Management Co Llc
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Aprio Wealth Management, LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Smart Portfolios, LLC
|
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Banco Santander, S.A.
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Chancellor Financial Group WB LP
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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|
Kilter Group LLC
|
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|
Roberts Wealth Advisors, LLC
|
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|
Harwood Advisory Group, LLC
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
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|
Corps Capital Advisors, LLC
|
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|
Consolidated Portfolio Review Corp
|
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TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
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|
Kentucky Trust Co
|
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EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
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First United Bank Trust/
|
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Bridgewater Associates, LP
|
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LRI Investments, LLC
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
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|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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|
Harbour Investments, Inc.
|
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|
Sarasin & Partners LLP
|
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|
Tompkins Financial Corp
|
|
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|
Marcum Wealth, LLC
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
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|
Security National Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
CIBC World Markets Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Waterfront Capital Partners, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Georgetown University
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
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|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
Webster Bank, N. A.
|
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
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Allianz Se
|
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Personal Cfo Solutions, Llc
|
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
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|
|
Mark Asset Management Lp
|
|
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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|
Roxbury Financial LLC
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
River Road Asset Management, LLC
|
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|
Ellis Investment Partners, LLC
|
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Argonautica Private Wealth Management, Inc
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Lmcg Investments, Llc
|
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Cohen & Steers Reit & Preferred Income Fund Inc
|
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Altfest L J & Co Inc
|
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Sachetta, LLC
|
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Richard W. Paul & Associates, LLC
|
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DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
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Bank of New Hampshire
|
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Woodstock Corp
|
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Partners Group Private Equity (master Fund), Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
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Fulton Bank, N.a.
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Ferguson Wellman Capital Management, Inc
|
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
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|
Level Four Advisory Services, Llc
|
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Pasadena Private Wealth, LLC
|
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Avenir Corp
|
|
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Pnc Financial Services Group, Inc.
|
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SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Harber Asset Management Llc
|
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Tokio Marine Asset Management Co Ltd
|
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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National Asset Management, Inc.
|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
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|
Gilliland Jeter Wealth Management LLC
|
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VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
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|
Stratos Wealth Partners, LTD.
|
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|
T. Rowe Price Investment Management, Inc.
|
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Jane Street Group, Llc
|
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Sage Capital Management, LLC
|
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ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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Pictet Asset Management Holding SA
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
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|
|
PYA Waltman Capital, LLC
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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Jpmorgan Chase & Co
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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State Street Corp
|
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Horizon Financial Services, Llc
|
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
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|
Fidelis Capital Partners, LLC
|
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|
|
Wealth Architects, LLC
|
|
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|
BLB&B Advisors, LLC
|
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|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
|
CGC Financial Services, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
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|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
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|
|
SWAN Capital LLC
|
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|
|
Holos Integrated Wealth LLC
|
|
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|
|
Beck Bode, LLC
|
|
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|
North Capital, Inc.
|
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|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
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|
|
|
Graney & King, LLC
|
|
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|
|
Leisure Capital Management
|
|
|
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|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Land & Buildings Investment Management, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Hazelview Securities Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
USAF - 2023 ETF Series Trust - Atlas America Fund
|
|
|
|
|
|
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
|
|
|
|
|
GSI Capital Advisors LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
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Annandale Capital, LLC
|
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Rossby Financial, LCC
|
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Ilmarinen Mutual Pension Insurance Co
|
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|
Trail Ridge Investment Advisors, LLC
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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|
Northcape Wealth Management, Llc
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Ritholtz Wealth Management
|
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Breakwater Investment Management
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RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
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|
Strategic Blueprint, LLC
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Resonant Capital Advisors, LLC
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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Costello Asset Management, INC
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CVA Family Office, LLC
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Advantage Advisers Xanthus Fund, L.l.c.
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Liberty Capital Management, Inc.
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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Commerce Bank
|
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TOWER TRUST & INVESTMENT Co
|
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RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Metis Global Partners, LLC
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Consolidated Planning Corp
|
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Beverly Hills Private Wealth, LLC
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AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
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Opal Wealth Advisors, LLC
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Verition Fund Management LLC
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Accuvest Global Advisors
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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Allen Capital Group, LLC
|
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Alpine Total Dynamic Dividend Fund
|
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Change Path, LLC
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Ethic Inc.
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Aristotle Atlantic Partners, Llc
|
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Waldron Private Wealth LLC
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Safe Harbor Fiduciary, LLC
|
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GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
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Westpac Banking Corp
|
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Adell Harriman & Carpenter Inc
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Frank, Rimerman Advisors LLC
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Fullcircle Wealth Llc
|
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Nomura Holdings Inc
|
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Aberdeen Standard Global Infrastructure Income Fund
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
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BankPlus Trust Department
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
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Grove Bank & Trust
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
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|
DnB Asset Management AS
|
|
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|
Tributary Capital Management, LLC
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
Cozad Asset Management Inc
|
|
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
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|
Cushing Capital Partners, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
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|
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|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
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|
Farmers & Merchants Trust Co of Long Beach
|
|
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|
Legacy Trust
|
|
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|
Trust Co Of Vermont
|
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|
Boothbay Fund Management, Llc
|
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|
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|
Rational Advisors Llc
|
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
REIT - ALPS ETF Trust - ALPS Active REIT ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bernzott Capital Advisors
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Vert Asset Management LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Lasalle Investment Management Securities Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
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|
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|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
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|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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Alta Advisers Ltd
|
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WASHINGTON TRUST Co
|
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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Equitable Holdings, Inc.
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Oakworth Capital, Inc.
|
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Versant Capital Management, Inc
|
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PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
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Pandora Wealth, Inc.
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CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Weatherly Asset Management L. P.
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NewEdge Wealth, LLC
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Capital World Investors
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
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Cwm, Llc
|
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Dean Investment Associates, Llc
|
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Sophron Capital Management L.P.
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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First National Advisers, LLC
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
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Los Angeles Capital Management Llc
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Sheets Smith Wealth Management
|
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First Financial Bank - Trust Division
|
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Intact Investment Management Inc.
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Cohen & Steers Infrastructure Fund Inc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Insigneo Advisory Services, Llc
|
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Ameritas Investment Partners, Inc.
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VLCGX - VALIC Co I - Large Capital Growth Fund
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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St Germain D J Co Inc
|
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Traub Capital Management LLC
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
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Adviser Investments LLC
|
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Formidable Asset Management, LLC
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FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
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LRT Capital Management, LLC
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Advisory Alpha, LLC
|
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Korea Investment CORP
|
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VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
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|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Axxcess Wealth Management, Llc
|
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JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
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|
California State Teachers Retirement System
|
|
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|
ABN AMRO Bank N.V.
|
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|
Daiwa Securities Group Inc.
|
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|
Smithfield Trust Co
|
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Transce3nd, LLC
|
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Archer Investment Corp
|
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|
Baader Bank INC
|
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|
Herold Advisors, Inc.
|
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Seacrest Wealth Management, Llc
|
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|
RBF Capital, LLC
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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|
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|
Hennion & Walsh Asset Management, Inc.
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
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|
Warren Averett Asset Management, LLC
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
First Business Financial Services, Inc.
|
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|
SOUTH STATE Corp
|
|
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|
Union Bancaire Privee, UBP SA
|
|
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|
Johnson Financial Group, Inc.
|
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|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
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|
|
Hilltop Holdings Inc.
|
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
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|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
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|
Stephenson National Bank & Trust
|
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|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Griffin Institutional Access Real Estate Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Cbre Clarion Global Real Estate Income Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Heard Capital LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Blue Door Asset Management, LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
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Geode Capital Management, Llc
|
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Palisade Asset Management, LLC
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IMA Wealth, Inc.
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Retirement Wealth Solutions LLC
|
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Balboa Wealth Partners
|
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|
Flagship Harbor Advisors, Llc
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Inspire Trust Co, N.a.
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
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|
LWM Advisory Services, LLC
|
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|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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|
Nova Wealth Management, Inc.
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Rothschild Investment Llc
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
D.a. Davidson & Co.
|
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|
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|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
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Regent Peak Wealth Advisors LLC
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|
|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Hudson Valley Investment Advisors Inc /adv
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Retirement Systems of Alabama
|
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CIBC Private Wealth Group, LLC
|
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Cary Street Partner Investment Advisory Llc
|
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UNIVEST FINANCIAL Corp
|
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NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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|
Inscription Capital, LLC
|
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West Branch Capital LLC
|
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
Quad-Cities Investment Group, LLC
|
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Whipplewood Advisors, LLC
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AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
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Premier Path Wealth Partners, LLC
|
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Avantax Advisory Services, Inc.
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
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|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Trifecta Capital Advisors, LLC
|
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|
Broad Run Investment Management, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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|
Callan Capital, LLC
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Greenland Capital Management LP
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Bahl & Gaynor Inc
|
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Duncker Streett & Co Inc
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Sterling Capital Management LLC
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Tiaa Trust, National Association
|
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Andra AP-fonden
|
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Moore Capital Management, Lp
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Salomon & Ludwin, LLC
|
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Duff & Phelps Investment Management Co
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
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|
Montecito Bank & Trust
|
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|
AMG National Trust Bank
|
|
|
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
Winton Capital Group Ltd
|
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Prossimo Advisors, LLC
|
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|
Gladstone Institutional Advisory LLC
|
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|
Marks Group Wealth Management, Inc
|
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|
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I
|
|
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|
Hopwood Financial Services, Inc.
|
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Coastline Trust Co
|
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|
Victory Capital Management Inc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
LGT Financial Advisors LLC
|
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|
Cantillon Capital Management Llc
|
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|
First Heartland Consultants, Inc.
|
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|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
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|
Millennium Management Llc
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
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|
|
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|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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|
Mairs & Power Inc
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
Brighton Jones Llc
|
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|
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|
Mv Capital Management, Inc.
|
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Whalerock Point Partners, Llc
|
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|
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|
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
|
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|
SRS Capital Advisors, Inc.
|
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|
Royal Bank Of Canada
|
|
|
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|
Arizona State Retirement System
|
|
|
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|
|
Garrett Investment Advisors LLC
|
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|
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|
Envestnet Asset Management Inc
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Keynote Financial Services Llc
|
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Vident Advisory, LLC
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Patrick M Sweeney & Associates, Inc
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
Barr E S & Co
|
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|
VSM Wealth Advisory, LLC
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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|
Aware Super Pty Ltd as trustee of Aware Super
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SPC Financial, Inc.
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PENN SERIES FUNDS INC - Mid Core Value Fund
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Copia Wealth Management
|
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Trust Co Of Toledo Na /oh/
|
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FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
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Mirae Asset Securities (usa) Inc.
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Wellington Management Group Llp
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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EP Wealth Advisors, Inc.
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ASR Vermogensbeheer N.V.
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
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Syon Capital Llc
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Jeppson Wealth Management, Llc
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Jump Financial, LLC
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Wetherby Asset Management Inc
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Hibernia Wealth Partners, LLC
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Burns Matteson Capital Management, LLC
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Engineers Gate Manager LP
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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|
Berkshire Bank
|
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|
West Family Investments, Inc.
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Brevan Howard Capital Management LP
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Larson Financial Group LLC
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Albion Financial Group /ut
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Centennial Bank/AR/
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
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Maple-Brown Abbott Ltd
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
Howard Hughes Medical Institute
|
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Infrastructure Capital Advisors, Llc
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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|
Aureus Asset Management, LLC
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|
Wallace Advisory Group, LLC
|
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BancorpSouth Bank
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
LDR Capital Management LLC
|
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|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
Callan Family Office, LLC
|
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Sandy Spring Bank
|
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Fft Wealth Management Llc
|
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Bnp Paribas Arbitrage, Sa
|
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GM Advisory Group, Inc.
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First Affirmative Financial Network
|
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Global X Japan Co., Ltd.
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Asset Planning,Inc
|
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1776 Wealth LLC
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IFG Advisory, LLC
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
State of New Jersey Common Pension Fund D
|
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|
Meadow Creek Wealth Advisors Llc
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
Cincinnati Financial Corp
|
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|
Busey Wealth Management
|
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|
State of Tennessee, Treasury Department
|
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|
Advisors Management Group Inc /adv
|
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|
Wilkins Investment Counsel Inc
|
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Institute for Wealth Management, LLC.
|
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O'shaughnessy Asset Management, Llc
|
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|
Edgar Lomax Co/va
|
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J.Safra Asset Management Corp
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Texas Bank & Trust Co
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
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|
DoubleLine ETF Adviser LP
|
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|
|
Dunhill Financial, LLC
|
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|
Prudential Plc
|
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|
Bridges Investment Management Inc
|
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|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
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|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
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|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
|
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|
Capital Asset Advisory Services LLC
|
|
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|
|
Chilton Investment Co Llc
|
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|
Pring Turner Capital Group Inc
|
|
|
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|
|
S-Bank Fund Management Ltd
|
|
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|
|
Seelaus Asset Management LLC
|
|
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|
Sit Investment Associates Inc
|
|
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|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
SRVR - Pacer Funds Trust - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
|
|
|
|
|
Alapocas Investment Partners, Inc.
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
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|
|
Brookfield Real Assets Income Fund Inc.
|
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|
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|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
|
Amica Mutual Insurance Co
|
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|
Augustine Asset Management Inc
|
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|
Ancora Advisors, LLC
|
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|
Gillson Capital LP
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
AMF Pensionsforsakring AB
|
|
|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
SG Americas Securities, LLC
|
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|
Baird Financial Group, Inc.
|
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|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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|
MorganRosel Wealth Management, LLC
|
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|
Boit C F David
|
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Gulf International Bank (UK) Ltd
|
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Roof Eidam & Maycock/adv
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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Fifth Third Bancorp
|
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Kentucky Retirement Systems
|
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AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A
|
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|
Intech Investment Management Llc
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
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|
Jain Global LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Davis R M Inc
|
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Dynamic Wealth Strategies, LLC
|
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Montag A & Associates Inc
|
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Atlas Brown,Inc.
|
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Bamco Inc /ny/
|
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AE Wealth Management LLC
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
Princeton Capital Management Llc
|
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Bailard, Inc.
|
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Guggenheim Strategic Opportunities Fund
|
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Resources Investment Advisors, LLC.
|
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Transamerica Financial Advisors, Inc.
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
One Capital Management, LLC
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DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
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Saudi Central Bank
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
NorthRock Partners, LLC
|
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Fulton Breakefield Broenniman Llc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Pacer Advisors, Inc.
|
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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Summitry Llc
|
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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|
Plancorp, LLC
|
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Assetmark, Inc
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
Johnson Investment Counsel Inc
|
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|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
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|
Stratos Wealth Advisors, LLC
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
Peak Financial Advisors Llc
|
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|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
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|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
|
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|
Balyasny Asset Management Llc
|
|
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|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
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RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
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|
Brogan Financial, Inc.
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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London & Capital Asset Management Ltd
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Equitable Trust Co
|
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Avestar Capital, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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|
Modera Wealth Management, LLC
|
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|
Jacobi Capital Management LLC
|
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|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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|
Investment Research & Advisory Group, Inc.
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
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PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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Clean Yield Group
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
Creekmur Asset Management LLC
|
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|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
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RB Capital Management, LLC
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Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
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Fieldview Capital Management, LLC
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Parvin Asset Management, LLC
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Mackenzie Financial Corp
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Alliance Wealth Advisors, LLC
|
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VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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First National Bank Of Omaha
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Smartleaf Asset Management LLC
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Cherry Tree Wealth Management, LLC
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Integrity Alliance, Llc.
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TFC Financial Management
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Canopy Partners, LLC
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PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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Mediolanum International Funds Ltd
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Novare Capital Management Llc
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DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
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Westhampton Capital, LLC
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Solstein Capital, LLC
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Heartwood Wealth Advisors LLC
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Pin Oak Investment Advisors Inc
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|
Empower Advisory Group, LLC
|
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Principal Financial Group Inc
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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United Advisor Group, LLC
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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FIL Ltd
|
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Hara Capital LLC
|
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Proathlete Wealth Management Llc
|
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Wolverine Trading, Llc
|
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FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
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|
Steel Peak Wealth Management LLC
|
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|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
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PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
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|
HBK Sorce Advisory LLC
|
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Baskin Financial Services Inc.
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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Sava Infond d.o.o.
|
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Asset Dedication, LLC
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
Ingalls & Snyder Llc
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Oppenheimer & Co Inc
|
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|
Rafferty Asset Management, LLC
|
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GK Wealth Management LLC
|
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|
Fiduciary Alliance LLC
|
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|
Hager Investment Management Services, Llc
|
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KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
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|
Agate Pass Investment Management, LLC
|
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|
Adirondack Trust Co
|
|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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|
Dynasty Wealth Management, Llc
|
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|
Deutsche Bank Ag\
|
|
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Nbt Bank N A /ny
|
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|
Point72 Asset Management, L.P.
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Prospect Capital Advisors, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
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Fisher Funds Management LTD
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Reaves Utility Income Fund
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MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
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Caitong International Asset Management Co., Ltd
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Kovack Advisors, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
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Indie Asset Partners, LLC
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CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Sone Capital Management, LLC
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Argent Trust Co
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Strategic Wealth Partners, Ltd.
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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IOO - iSHARES TRUST - iShares Global 100 ETF
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Gts Securities Llc
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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Greenwich Wealth Management LLC
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Journey Strategic Wealth Llc
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Great Lakes Advisors, Llc
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Schwarz Dygos Wheeler Investment Advisors Llc
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MCF Advisors LLC
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Voya Investment Management Llc
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Nbc Securities, Inc.
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Mission Wealth Management, Lp
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IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
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Trillium Asset Management, Llc
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Johnson & White Wealth Management, LLC
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