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