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Banque Transatlantique SA
|
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Institute for Wealth Management, LLC.
|
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Xponance, Inc.
|
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|
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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CWA Asset Management Group, LLC
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M3 Advisory Group, LLC
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V-Square Quantitative Management LLC
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Shepherd Financial Partners LLC
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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Silvant Capital Management LLC
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Emerald Advisers, Llc
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Northside Capital Management, LLC
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Cna Financial Corp
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Element Pointe Advisors, Llc
|
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Fiduciary Group LLC
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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Opal Wealth Advisors, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Sentry Investment Management Llc
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Shelton Capital Management
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
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Nordea Investment Management Ab
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Howard Capital Management Inc.
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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J. Safra Sarasin Holding AG
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Vanguard Group Inc
|
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AdvisorNet Financial, Inc
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Nemes Rush Group LLC
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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|
Jane Street Group, Llc
|
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Quantessence Capital LLC
|
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Curated Wealth Partners LLC
|
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PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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RMR Wealth Builders
|
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Wealth Quarterback LLC
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Chevy Chase Trust Holdings, Inc.
|
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Fmr Llc
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
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Handelsbanken Fonder AB
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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RiverFront Investment Group, LLC
|
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State Of Wisconsin Investment Board
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
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Partners Group Private Equity (master Fund), Llc
|
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Skaana Management L.P.
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LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
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Regions Financial Corp
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
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|
Metis Global Partners, LLC
|
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Capital Advisors Inc/ok
|
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True Wealth Design, LLC
|
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Neuberger Berman Group LLC
|
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Mizuho Securities Usa Llc
|
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DRW Securities, LLC
|
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|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Samalin Investment Counsel, LLC
|
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|
Marino, Stram & Associates Llc
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
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|
|
Mackenzie Financial Corp
|
|
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|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
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|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
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|
|
|
Covestor Ltd
|
|
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|
|
Ascent Group, LLC
|
|
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|
|
Clearview Wealth Advisors LLC
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Alta Advisers Ltd
|
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|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Crescent Park Management, L.P.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
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|
Brevan Howard Capital Management LP
|
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|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
Laurel Wealth Advisors LLC
|
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|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
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|
Amalgamated Bank
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
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|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Adviser Investments LLC
|
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|
Dunhill Financial, LLC
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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EP Wealth Advisors, Inc.
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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Jefferies Financial Group Inc.
|
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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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|
New York State Teachers Retirement System
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Gabelli Funds Llc
|
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|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
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|
Whipplewood Advisors, LLC
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
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|
|
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|
Bahl & Gaynor Inc
|
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|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
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|
|
Whittier Trust Co Of Nevada Inc
|
|
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|
|
|
Principal Securities, Inc.
|
|
|
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|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Catalyst Capital Advisors LLC
|
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Plato Investment Management Ltd
|
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ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
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|
Retirement Systems of Alabama
|
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|
Colonial Trust Advisors
|
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|
Proficio Capital Partners LLC
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Asset Management One Co., Ltd.
|
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|
Olistico Wealth, LLC
|
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|
Rothschild Investment Llc
|
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|
Worldquant Millennium Advisors Llc
|
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FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
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|
Arlington Trust Co LLC
|
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|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Smartleaf Asset Management LLC
|
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|
Evergreen Capital Management Llc
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
Personal Cfo Solutions, Llc
|
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|
Savoie Capital LLC
|
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|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
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|
|
Fifth Third Bancorp
|
|
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|
Cetera Investment Advisers
|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Qvr Llc
|
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|
|
Eleva Capital SAS
|
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|
Aviva Plc
|
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Farmers & Merchants Investments Inc
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Navellier & Associates Inc
|
|
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|
|
Register Financial Advisors LLC
|
|
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|
|
William Blair Investment Management, Llc
|
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|
Ronald Blue Trust, Inc.
|
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|
Smith, Moore & Co.
|
|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
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|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Maestria Partners LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Guardian Point Capital, Lp
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Honeycomb Asset Management LP
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Mhr Fund Management Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
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|
Bogart Wealth, LLC
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Envestnet Asset Management Inc
|
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|
BlackRock Capital Allocation Trust
|
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|
Steamboat Capital Partners, LLC
|
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|
Verdence Capital Advisors LLC
|
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WestEnd Advisors, LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A)
|
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|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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|
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|
Wealthcare Advisory Partners LLC
|
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|
|
CastleKnight Management LP
|
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Bingham Private Wealth, Llc
|
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Comerica Bank
|
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GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
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|
Coordinated Financial Services, Inc.
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Cornerstone Investment Partners, LLC
|
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Rathbone Brothers plc
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Carroll Investors, Inc
|
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Flagship Harbor Advisors, Llc
|
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Barclays Plc
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
BXM Wealth LLC
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
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|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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Dsm Capital Partners Llc
|
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|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
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PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
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|
Illinois Municipal Retirement Fund
|
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|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Nordwand Advisors, LLC
|
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Levin Capital Strategies, L.p.
|
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Texas Permanent School Fund
|
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Permanent Capital Management, LP
|
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Centaurus Financial, Inc.
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
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|
Diversified Trust Co
|
|
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
CENTRAL TRUST Co
|
|
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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Great Lakes Advisors, Llc
|
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Farringdon Capital, Ltd.
|
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Dimension Capital Management Llc
|
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
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Principal Street Partners, LLC
|
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Global Retirement Partners, LLC
|
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Dakota Wealth Management
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
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|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
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|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
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|
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|
|
Stonegate Investment Group, LLC
|
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|
|
Headlands Technologies LLC
|
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|
|
Savant Capital, LLC
|
|
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|
|
Coldstream Capital Management Inc
|
|
|
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|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
|
|
GW&K Investment Management, LLC
|
|
|
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|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
TB Capital Gestao de Recursos Ltda.
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Incline Global Management LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Northern Right Capital Management, L.P.
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
VGI Partners Ltd
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Pb Investment Partners, L.p.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
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Triumph Capital Management
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
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|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
Aviso Wealth Management
|
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|
Catalytic Wealth RIA, LLC
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Investment Management Corp of Ontario
|
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United Advisor Group, LLC
|
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
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|
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|
Nations Financial Group Inc, /ia/ /adv
|
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Morgan Stanley
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Puff Wealth Management, Llc
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Fisher Asset Management, LLC
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
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Phoenix Holdings Ltd.
|
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CVA Family Office, LLC
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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Pinnacle Financial Partners Inc
|
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|
Union Bancaire Privee, UBP SA
|
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Cambridge Investment Research Advisors, Inc.
|
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
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|
Founders Financial Securities Llc
|
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Nuveen, LLC
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Sarver Vrooman Wealth Advisors
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|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Vident Advisory, LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Border to Coast Pensions Partnership Ltd
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JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
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Fort Sheridan Advisors Llc
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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B. Metzler seel. Sohn & Co. AG
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Louisiana State Employees Retirement System
|
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Raymond James Financial Inc
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Hemington Wealth Management
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Cary Street Partners Financial Llc
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PFG Investments, LLC
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Renasant Bank
|
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TD Waterhouse Canada Inc.
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Profunds - Profund Vp Financials
|
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Credential Qtrade Securities Inc.
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Mediolanum International Funds Ltd
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Frank, Rimerman Advisors LLC
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Walleye Trading LLC
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Leavell Investment Management, Inc.
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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E. Ohman J:or Asset Management AB
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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|
DiNuzzo Private Wealth, Inc.
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TCTC Holdings, LLC
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Abound Wealth Management
|
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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Robeco Institutional Asset Management B.V.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
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|
SRS Capital Advisors, Inc.
|
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Polymer Capital Management (US) LLC
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Rehmann Capital Advisory Group
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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Boothbay Fund Management, Llc
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North Star Investment Management Corp.
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Royal Bank Of Canada
|
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Fulton Breakefield Broenniman Llc
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
Rafferty Asset Management, LLC
|
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|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
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|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Brave Asset Management Inc
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Proathlete Wealth Management Llc
|
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|
Cardiff Park Advisors, Llc
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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|
Royal London Asset Management Ltd
|
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|
Integrity Alliance, Llc.
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
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|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
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|
|
Cooper Financial Group
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
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|
|
Granite FO LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
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|
|
Synovus Financial Corp
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Scoggin Management Lp
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
D1 Capital Partners L.P.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Capital International Investors
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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Lakewood Capital Management, Lp
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DAVENPORT & Co LLC
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BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
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Western Financial Corp/CA
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Scotia Capital Inc.
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High Note Wealth, LLC
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Peak6 Llc
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United Capital Financial Advisers, Llc
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Wall Street Access Asset Management, LLC
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Bensler, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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Capstone Investment Advisors, Llc
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Hallmark Capital Management Inc
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Park Avenue Securities Llc
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Wambolt & Associates, LLC
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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Pathstone Holdings, LLC
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Westfield Capital Management Co Lp
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ORG Partners LLC
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Hrt Financial Lp
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Nisa Investment Advisors, Llc
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Fortress Financial Group, Llc
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Lombard Odier Asset Management (Switzerland) SA
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
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Van Eck Associates Corp
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Brinker Capital Investments, LLC
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Leo Wealth, LLC
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Fortress Financial Solutions, LLC
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Strategic Wealth Partners, Ltd.
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
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IMA Wealth, Inc.
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Norinchukin Bank, The
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Wealth Preservation Advisors, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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Tiger Global Management Llc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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New England Research & Management, Inc.
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Purus Wealth Management, LLC
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Long Focus Capital Management, Llc
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Riggs Asset Managment Co. Inc.
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Signaturefd, Llc
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SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
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Evolution Wealth Management Inc.
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American National Bank
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Umpqua Bank
|
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American Capital Advisory, LLC
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Kestra Investment Management, LLC
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Glenmede Trust Co Na
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BNP Paribas Asset Management Holding S.A.
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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Golden State Wealth Management, LLC
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Capital A Wealth Management, LLC
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Wellington Shields Capital Management, LLC
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Cubist Systematic Strategies, LLC
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Benjamin Edwards Inc
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Janney Montgomery Scott LLC
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Mmbg Investment Advisors Co.
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NewEdge Wealth, LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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Accuvest Global Advisors
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Rhumbline Advisers
|
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Advisor Group Holdings, Inc.
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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Eqis Capital Management, Inc.
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Moore Capital Management, Lp
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Joel Isaacson & Co., LLC
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Sculptor Capital LP
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Brown Advisory Inc
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Harbour Capital Advisors, LLC
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Kentucky Retirement Systems Insurance Trust Fund
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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RDST Capital LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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Westmount Partners, LLC
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Harbor Investment Advisory, Llc
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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FineMark National Bank & Trust
|
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|
Rialto Wealth Management, LLC
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Geode Capital Management, Llc
|
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Harfst & Associates, Inc.
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Capital Fund Management S.a.
|
|
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|
Westover Capital Advisors, LLC
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Woodline Partners LP
|
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|
FORA Capital, LLC
|
|
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|
SYM FINANCIAL Corp
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
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|
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|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
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|
|
Gluskin Sheff & Assoc Inc
|
|
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|
|
|
Avestar Capital, LLC
|
|
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|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Loews Corp
|
|
|
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|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Goodnow Investment Group, Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Lodge Hill Capital, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Newbrook Capital Advisors LP
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Senator Investment Group LP
|
|
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Schechter Investment Advisors, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
Entropy Technologies, LP
|
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|
Global Financial Private Client, LLC
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Allen Capital Group, LLC
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Axa S.a.
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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|
Ofi Invest Asset Management
|
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|
Hughes Financial Services, LLC
|
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RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Wellington Management Group Llp
|
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|
Darden Wealth Group Inc
|
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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|
Moser Wealth Advisors, LLC
|
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|
Rsm Us Wealth Management Llc
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Oppenheimer Asset Management Inc.
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Ccg Wealth Management, Llc
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Retirement Wealth Solutions LLC
|
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Aspect Partners, LLC
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RBF Capital, LLC
|
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|
Moody National Bank Trust Division
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Norges Bank
|
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|
Gsa Capital Partners Llp
|
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J.w. Cole Advisors, Inc.
|
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IFM Investors Pty Ltd
|
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EverSource Wealth Advisors, LLC
|
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MetLife Investment Management, LLC
|
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|
Morningstar Investment Management LLC
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Miracle Mile Advisors, LLC
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Dynamic Advisor Solutions LLC
|
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|
Ossiam
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Lido Advisors, LLC
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Primark Private Equity Investments Fund
|
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|
Prudential Financial Inc
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Abacus Planning Group, Inc.
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Creative Planning
|
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Armstrong Advisory Group, Inc
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Synergy Financial Management, LLC
|
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|
Eagle Rock Investment Company, Llc
|
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Siemens Fonds Invest GmbH
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
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|
Arbor Investment Advisors, LLC
|
|
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|
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|
IHT Wealth Management, LLC
|
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
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|
Generali Asset Management SPA SGR
|
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Bank Of America Corp /de/
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
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|
Aureus Asset Management, LLC
|
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|
John Hancock Hedged Equity & Income Fund
|
|
|
|
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|
Checchi Capital Advisers, LLC
|
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|
Infrastructure Capital Advisors, Llc
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Snowden Capital Advisors LLC
|
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|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
OCO Capital Partners, L.P.
|
|
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|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
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|
Public Sector Pension Investment Board
|
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|
Cercano Management LLC
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Johnson Investment Counsel Inc
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Alliancebernstein L.p.
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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National Wealth Management Group, LLC
|
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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|
Guardian Wealth Management, Inc.
|
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TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
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|
Pictet & Cie (Europe) SA
|
|
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|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
Valued Retirements, Inc.
|
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|
Two Sigma Advisers, Lp
|
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|
Schwartz Investment Counsel Inc
|
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|
Kentucky Retirement Systems
|
|
|
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|
Glen Eagle Advisors, LLC
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
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|
Argent Trust Co
|
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|
Sierra Capital LLC
|
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SG Americas Securities, LLC
|
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Harwood Advisory Group, LLC
|
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|
Principal Financial Group Inc
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|
Moors & Cabot, Inc.
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Ameliora Wealth Management Ltd.
|
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Federation des caisses Desjardins du Quebec
|
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Money Concepts Capital Corp
|
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Northern Trust Corp
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Tocqueville Asset Management L.p.
|
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Edmond De Rothschild Holding S.a.
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Dudley Capital Management, Llc
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Russell Investments Group, Ltd.
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Kozak & Associates, Inc.
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Keybank National Association/oh
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Mariner, LLC
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Greenwood Capital Associates Llc
|
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Schroder Investment Management Group
|
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Todd Asset Management Llc
|
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Access Investment Management LLC
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
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|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
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|
DekaBank Deutsche Girozentrale
|
|
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|
Kilter Group LLC
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
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|
Liontrust Investment Partners LLP
|
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|
TCG Advisory Services, LLC
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
Nvwm, Llc
|
|
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|
Locust Wood Capital Advisers, Llc
|
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|
Stock Yards Bank & Trust Co
|
|
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|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
Aprio Wealth Management, LLC
|
|
|
|
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|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
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|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
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|
|
Riverwater Partners LLC
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
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|
|
|
Stephens Consulting, LLC
|
|
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|
Prosperity Consulting Group, LLC
|
|
|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
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|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
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|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
State Street Corp
|
|
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|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Callodine Capital Management, LP
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Fairway Private Equity & Venture Capital Opportunities Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Amitell Capital Pte Ltd
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
|
MSA Advisors, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
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Pictet Asset Management Holding SA
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State of Tennessee, Treasury Department
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Baker Tilly Financial, Llc
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Hantz Financial Services, Inc.
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Westend Capital Management LLC
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Y-Intercept (Hong Kong) Ltd
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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Laurion Capital Management LP
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Aqr Capital Management Llc
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Sand Hill Global Advisors, LLC
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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California State Teachers Retirement System
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Jupiter Asset Management Ltd
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River Road Asset Management, LLC
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Coastline Trust Co
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Journey Strategic Wealth Llc
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Gamco Investors, Inc. Et Al
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Simon Quick Advisors, Llc
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GPS Wealth Strategies Group, LLC
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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Sagespring Wealth Partners, Llc
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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Harbor Asset Planning, Inc.
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CI Private Wealth, LLC
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First Trust Advisors Lp
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Evercore Wealth Management, LLC
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J.Safra Asset Management Corp
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MGB Wealth Management, LLC
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Carson Advisory Inc.
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SBI Securities Co., Ltd.
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Heard Capital LLC
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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Ameriflex Group, Inc.
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Shell Asset Management Co
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
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Sandy Spring Bank
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
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Western Pacific Wealth Management, LP
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
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Yousif Capital Management, Llc
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Fairview Capital Investment Management, Llc
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ASB Consultores, LLC
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International Assets Investment Management, Llc
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
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Toronto Dominion Bank
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PineBridge Investments, L.P.
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Sumitomo Mitsui DS Asset Management Company, Ltd
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BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
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Tower Research Capital LLC (TRC)
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Blair William & Co/il
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Geneos Wealth Management Inc.
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Spdr S&p 500 Etf Trust
|
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FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
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Utah Retirement Systems
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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Walleye Capital LLC
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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Laffer Investments
|
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Valeo Financial Advisors, LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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M&t Bank Corp
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Capital Advisors, Ltd. LLC
|
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Cassaday & Co Wealth Management LLC
|
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Ancora Advisors, LLC
|
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
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|
ICONIQ Capital, LLC
|
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Colonial River Wealth Management, LLC
|
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Engle Capital Management, L.P.
|
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SJS Investment Consulting Inc.
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Squarepoint Ops LLC
|
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Exchange Traded Concepts, Llc
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Bank of Jackson Hole Trust
|
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CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Cape Investment Advisory, Inc.
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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Renaissance Group Llc
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
Hilltop National Bank
|
|
|
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|
|
Smithbridge Asset Management Inc/de
|
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|
MAI Capital Management
|
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|
Limestone Investment Advisors LP
|
|
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|
Seelaus Asset Management LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
