|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Fountainhead AM, LLC
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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|
Tcfg Wealth Management, Llc
|
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|
Rehmann Capital Advisory Group
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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|
|
Hollow Brook Wealth Management LLC
|
|
|
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|
Burkett Financial Services, Llc
|
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|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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Kinetic Partners Management, LP
|
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SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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|
BayBridge Capital Group, LLC
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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|
Vestor Capital, Llc
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Fort Point Capital Partners LLC
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Up Strategic Wealth Investment Advisors Llc
|
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Willner & Heller, Llc
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Empire Financial Management Company, LLC
|
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Sentry Investment Management Llc
|
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Vermillion & White Wealth Management Group, LLC
|
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Bank of Jackson Hole Trust
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Mystic Asset Management, Inc.
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Simon Quick Advisors, Llc
|
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Geode Capital Management, Llc
|
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Argus Investors' Counsel, Inc.
|
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RR Advisors, LLC
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Horizon Wealth Management, LLC
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
|
|
Resources Management Corp /ct/ /adv
|
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|
Evergreen Private Wealth LLC
|
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|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
Newbrook Capital Advisors LP
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
TD Waterhouse Canada Inc.
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Cable Hill Partners, LLC
|
|
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|
Apexium Financial, Lp
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Live Oak Private Wealth LLC
|
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|
LRI Investments, LLC
|
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|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
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|
JGP Wealth Management, LLC
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Hudson Canyon Capital Management
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Elo Mutual Pension Insurance Co
|
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Putnam ETF Trust - Putnam Sustainable Future ETF -
|
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State Of Wisconsin Investment Board
|
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Northwest Wealth Management, Llc
|
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Gradient Capital Advisors, LLC
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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|
Banque Cantonale Vaudoise
|
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Nippon Life Global Investors Americas, Inc.
|
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Czech National Bank
|
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
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|
|
Evercore Wealth Management, LLC
|
|
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|
Patton Fund Management, Inc.
|
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|
United Advisor Group, LLC
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
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|
Arizona State Retirement System
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
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|
Ellis Investment Partners, LLC
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
|
Strategy Asset Managers Llc
|
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|
Itau Unibanco Holding S.A.
|
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|
Bedell Frazier Investment Counseling, LLC
|
|
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|
|
Qube Research & Technologies Ltd
|
|
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|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Pickering Energy Partners Lp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
|
|
|
Engle Capital Management, L.P.
|
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|
Chicago Capital, LLC
|
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|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ICONIQ Capital, LLC
|
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|
Bank Of America Corp /de/
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
Ameriflex Group, Inc.
|
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|
Bluesphere Advisors, LLC
|
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|
Segment Wealth Management, LLC
|
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|
D.B. Root & Company, LLC
|
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|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
Brookwood Investment Group LLC
|
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|
Stableford Capital Ii Llc
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
|
Allstate Corp
|
|
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|
Fedenia Advisers LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
|
|
|
FIL Ltd
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
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|
|
|
|
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
|
|
|
|
|
Clarius Group, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
Heartland Bank & Trust Co
|
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|
LPL Financial LLC
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Seacrest Wealth Management, Llc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
|
Delta Financial Group, Inc.
|
|
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|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
North Star Investment Management Corp.
|
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|
|
Credit Agricole S A
|
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|
Hartland & Co., LLC
|
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|
Evolution Advisers, Inc.
|
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|
KLCM Advisors, Inc.
|
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|
Ellevest, Inc.
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
LGT Fund Management Co Ltd.
|
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|
Zurich Insurance Group Ltd/FI
|
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|
LeConte Wealth Management, LLC
|
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|
|
Jump Financial, LLC
|
|
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|
|
Candelo Capital Management LP
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
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|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
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|
Elyxium Wealth, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Encompass Capital Advisors LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
TB Alternative Assets Ltd.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
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Delos Wealth Advisors, LLC
|
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UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
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|
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|
L2 Asset Management, LLC
|
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|
Caas Capital Management Lp
|
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First Community Trust Na
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Coatue Management Llc
|
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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|
MAI Capital Management
|
|
|
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|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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|
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|
Visionary Wealth Advisors
|
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|
Hager Investment Management Services, Llc
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
LaFleur & Godfrey LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
Covea Finance
|
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|
Brass Tax Wealth Management, Inc
|
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|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
Sunbelt Securities, Inc.
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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Gilder Gagnon Howe & Co Llc
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
|
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|
Millennium Management Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Kovack Advisors, Inc.
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Moore Capital Management, Lp
|
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|
|
|
|
Asset Planning,Inc
|
|
|
|
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|
United Community Bank
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
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|
Parisi Gray Wealth Management
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
NewSquare Capital LLC
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
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|
Value Star Asset Management (Hong Kong) Ltd
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
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|
Peapack Gladstone Financial Corp
|
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|
Romano Brothers And Company
|
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|
Ibex Wealth Advisors
|
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|
Quent Capital, LLC
|
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Quad-Cities Investment Group, LLC
|
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Axa S.a.
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Inscription Capital, LLC
|
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|
Nishkama Capital, LLC
|
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|
Addis & Hill, Inc
|
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Heritage Wealth Advisors
|
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
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|
Hudson Bay Capital Management LP
|
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|
Union Square Park Capital Management, LLC
|
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Lido Advisors, LLC
|
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|
Bill Few Associates, Inc.
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Masso Torrence Wealth Management Inc.
|
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|
Mirae Asset Securities (usa) Inc.
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
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|
Crawford Investment Counsel Inc
|
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|
Eqis Capital Management, Inc.
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Signal Advisors Wealth, LLC
|
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|
Net Worth Advisory Group
|
|
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|
American Assets Investment Management, LLC
|
|
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
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|
Duncker Streett & Co Inc
|
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|
Richards, Merrill & Peterson, Inc.
|
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|
Korea Investment CORP
|
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|
Cibc World Markets Corp
|
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|
Riverwater Partners LLC
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
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|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
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|
Johnson Bixby & Associates, LLC
|
|
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|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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Means Investment Co., Inc.
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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Toth Financial Advisory Corp
|
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|
Harvest Investment Services, LLC
|
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Vanguard Group Inc
|
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Atomi Financial Group, Inc.
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44 Wealth Management Llc
|
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Tortoise Investment Management, LLC
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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Oxford Financial Group Ltd
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Aventail Capital Group, LP
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Nomura Asset Management Co Ltd
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Versant Capital Management, Inc
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Westbourne Investments, Inc.
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Prelude Capital Management, Llc
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Alphadyne Asset Management, LLC
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Independent Advisor Alliance
|
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Tudor Investment Corp Et Al
|
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Smithfield Trust Co
|
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Wellington Management Group Llp
|
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Advisor OS, LLC
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Atlantic Trust, LLC
|
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Pinnacle Financial Group, LLC / IL
|
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RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
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KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Princeton Global Asset Management LLC
|
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Virtus Investment Advisers, Inc.
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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Atika Capital Management LLC
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Kera Capital Partners, Inc.
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Zions Bancorporation, National Association /ut/
|
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Compton Financial Group, LLC
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Center for Financial Planning, Inc.
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Kayne Anderson Capital Advisors Lp
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Weiss Asset Management LP
|
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Nuveen, LLC
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SC&H Financial Advisors, Inc.
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State Street Corp
|
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Raymond James Financial Inc
|
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Everhart Financial Group, Inc.
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Prestige Wealth Management Group LLC
|
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NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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Lockheed Martin Investment Management Co
|
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Insigneo Advisory Services, Llc
|
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Alpine Bank Wealth Management
|
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Keystone Financial Services
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Allianz Se
|
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AdvisorNet Financial, Inc
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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Fisher Asset Management, LLC
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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Strong Tower Advisory Services
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
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Trinity Wealth Management, LLC
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Athena Investment Management
|
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|
CNB Bank
|
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|
Empower Advisory Group, LLC
|
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Symphony Financial, Ltd. Co.
|
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|
Redwood Park Advisors LLC
|
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Liontrust Investment Partners LLP
|
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|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
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|
|
Operose Advisors LLC
|
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|
|
Wedmont Private Capital
|
|
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|
|
|
Harbor Investment Advisory, Llc
|
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|
Schear Investment Advisers, LLC
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
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|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
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|
|
Addison Advisors LLC
|
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|
|
Avestar Capital, LLC
|
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|
Gateway Investment Advisers Llc
|
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|
Essex Savings Bank
|
|
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|
Tower View Investment Management & Research LLC
|
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|
Goldstone Financial Group, LLC
|
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|
Plato Investment Management Ltd
|
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|
Bell Investment Advisors, Inc
|
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|
Tompkins Financial Corp
|
|
|
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|
|
Lavaca Capital Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Situational Awareness LP
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Riposte Capital Llc
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
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Tocqueville Asset Management L.p.
|
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Bravias Capital Group, LLC
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Summit Trail Advisors, Llc
|
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Activest Wealth Management
|
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Herbst Group, Llc
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Aurora Private Wealth, Inc.
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|
Beaird Harris Wealth Management, LLC
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
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|
Lodestone Wealth Management LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Redwood Wealth Management Group, LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
Rational Advisors Llc
|
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EP Wealth Advisors, Inc.
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|
Glen Eagle Advisors, LLC
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Mutual Advisors, LLC
|
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DnB Asset Management AS
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
Glenmede Investment Management, LP
|
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Kathmere Capital Management, LLC
|
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QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
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|
Buckingham Strategic Partners
|
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Congress Wealth Management LLC / DE /
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Wealthcare Advisory Partners LLC
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Nvwm, Llc
|
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Farmers & Merchants Investments Inc
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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|
Marsico Capital Management Llc
|
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|
Embree Financial Group
|
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|
Buckley Wealth Management, LLC
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Boothbay Fund Management, Llc
|
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Berbice Capital Management LLC
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Meriwether Wealth & Planning, LLC
|
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Oxford Asset Management Llp
|
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Balyasny Asset Management Llc
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Tyler-Stone Wealth Management
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
Howard Hughes Medical Institute
|
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|
Crossmark Global Holdings, Inc.
|
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Compass Financial Services Inc
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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|
Cadent Capital Advisors, LLC
|
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|
Vident Advisory, LLC
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
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|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
Robbins Farley Llc
|
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|
Artisan Partners Limited Partnership
|
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Crowley Wealth Management, Inc.
|
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Vaughan David Investments Inc/il
|
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First Commonwealth Financial Corp /pa/
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
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|
Klingenstein Fields & Co Lp
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
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|
Rossby Financial, LCC
|
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|
Invesco Ltd.
|
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|
Zacks Investment Management
|
|
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|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
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|
|
Adviser Investments LLC
|
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|
|
Cerity Partners LLC
|
|
|
|
|
|
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
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|
Willis Johnson & Associates, Inc.
|
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|
|
Catalyst Financial Partners Llc
|
|
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|
|
Cornerstone Wealth Management, LLC
|
|
|
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|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Rubric Capital Management LP
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
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|
Dark Forest Capital Management Lp
|
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|
Lindbrook Capital, Llc
|
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|
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|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
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|
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
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|
Grove Bank & Trust
|
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|
Varma Mutual Pension Insurance Co
|
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|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
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|
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|
UBS Group AG
|
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|
Td Asset Management Inc
|
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Stone Run Capital, Llc
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
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|
Colonial Trust Co / SC
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
First National Bank of Hutchinson
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
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|
Sterling Wealth Management, Inc.
|
|
|
|
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|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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|
Strategic Wealth Partners, Ltd.
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First American Trust, Fsb
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Motley Fool Asset Management LLC
|
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|
Intrua Financial, LLC
|
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Kilter Group LLC
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Centennial Bank/AR/
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Capital A Wealth Management, LLC
|
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Mercer Global Advisors Inc /adv
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
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|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
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|
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|
Cambria Investment Management, L.P.
|
|
|
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|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
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|
Brighton Jones Llc
|
|
|
|
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|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
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|
|
Verdence Capital Advisors LLC
|
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3Chopt Investment Partners, LLC
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Recurrent Investment Advisors LLC
|
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|
Swiss National Bank
|
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|
Fielder Capital Group LLC
|
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Diversified Enterprises, LLC
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Oakworth Capital, Inc.
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Trust Co Of Toledo Na /oh/
|
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Comerica Bank
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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GHP Investment Advisors, Inc.
|
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Childress Capital Advisors, Llc
|
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Kingsview Wealth Management, LLC
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Regal Investment Advisors LLC
|
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|
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|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
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|
Marshall Financial Group LLC
|
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|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
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|
Retirement Planning Co of New England, Inc.
|
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|
Founders Financial Alliance, LLC
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Plante Moran Financial Advisors, LLC
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Capital Advisors Wealth Management, LLC
|
|
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|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
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|
|
Wealth Management Partners, LLC
|
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|
Proficio Capital Partners LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
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|
Wood Tarver Financial Group, LLC
|
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Schnieders Capital Management Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Clearfield Capital Management Lp
|
|
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|
Capital Wealth Planning, LLC
|
|
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|
Carnegie Capital Asset Management, LLC
|
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|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
GAMMA Investing LLC
|
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|
|
Haverford Trust Co
|
|
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|
|
Covington Investment Advisors Inc.
|
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|
Swisher Financial Concepts, Inc.
|
|
|
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|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
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|
|
Dimension Capital Management Llc
|
|
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|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
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|
|
Hartline Investment Corp/
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Nierenberg Investment Management Company, Inc.
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Rit Capital Partners Plc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Ecofi Investissements Sa
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Forest Avenue Capital Management LP
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
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|
SCS Capital Management LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
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|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
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|
Millstone Evans Group, LLC
|
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|
Financial Management Professionals, Inc.
|
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|
TFC Financial Management
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
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|
Petros Family Wealth, LLC
|
|
|
|
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|
Hanlon Investment Management, Inc.
|
|
|
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|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
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|
Fred Alger Management, Llc
|
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|
Mariner Investment Group Llc
|
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|
HighVista Strategies LLC
|
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|
Brown Brothers Harriman & Co
|
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|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
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|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
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|
Federated Hermes, Inc.
|
|
|
|
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|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
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|
Alliance Wealth Advisors, LLC
|
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|
Sequoia Financial Advisors, LLC
|
|
|
|
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|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
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|
Bogart Wealth, LLC
|
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|
Harbour Capital Advisors, LLC
|
|
|
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|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
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|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Capital Group Private Client Services, Inc.
|
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|
|
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|
Kessler Investment Group, LLC
|
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|
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|
Partnership Wealth Management, LLC
|
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|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
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|
Crumly & Associates Inc.
|
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Creative Capital Management Investments LLC
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Reyes Financial Architecture, Inc.
|
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|
Integrated Advisors Network LLC
|
|
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|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
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|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
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|
Hobbs Group Advisors, LLC
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
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|
APG Asset Management N.V.
|
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|
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|
Franklin Street Advisors Inc /nc
|
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|
Citadel Advisors Llc
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
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|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Apriem Advisors
|
|
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|
Rivermont Capital Management LP
|
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|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
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|
Founders Financial Securities Llc
|
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LMR Partners LLP
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
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|
NorthRock Partners, LLC
|
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|
WealthTrust Axiom LLC
|
|
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|
Nisa Investment Advisors, Llc
|
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|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
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|
|
SRS Capital Advisors, Inc.
|
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|
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|
|
Ritholtz Wealth Management
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
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Lantz Financial LLC
|
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|
Central Pacific Bank - Trust Division
|
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Ocean Capital Management, LLC
|
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|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
Coldstream Capital Management Inc
|
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|
Davidson Kempner Capital Management Lp
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111 Capital
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Banque Transatlantique SA
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
Hanson & Doremus Investment Management
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Aptus Capital Advisors, LLC
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Hughes Financial Services, LLC
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VestGen Advisors, LLC
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Diversified Trust Co
|
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
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Maryland State Retirement & Pension System
|
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Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
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Apollon Financial, LLC
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Geneos Wealth Management Inc.
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CBIZ Investment Advisory Services, LLC
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Uncommon Cents Investing LLC
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
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Franklin Resources Inc
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Analyst IMS Investment Management Services Ltd.
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Citizens National Bank Trust Department
|
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Prime Capital Investment Advisors, LLC
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Parallel Advisors, LLC
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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WESPAC Advisors SoCal, LLC
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
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Ci Investments Inc.
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Resources Investment Advisors, LLC.
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Ingalls & Snyder Llc
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CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
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Jones Financial Companies Lllp
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
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Rare Infrastructure Ltd
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Trust Co Of Virginia /va
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State Board Of Administration Of Florida Retirement System
|
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Signature Estate & Investment Advisors Llc
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Coatue Innovative Strategies Fund
|
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Chesley Taft & Associates LLC
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Quest 10 Wealth Builders, Inc.
|
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Strs Ohio
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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Focus Financial Network, Inc.
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Godsey & Gibb Associates
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Rps Advisory Solutions Llc
|
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Merit Financial Group, LLC
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
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|
Altman Advisors, Inc.
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Mission Wealth Management, Lp
|
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BRYN MAWR TRUST Co
|
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MainStay CBRE Global Infrastructure Megatrends Fund
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
New Mexico Educational Retirement Board
|
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Qtron Investments LLC
|
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|
HighPoint Advisor Group LLC
|
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Envestnet Asset Management Inc
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
Deltec Asset Management Llc
|
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|
Northwestern Mutual Wealth Management Co
|
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Radnor Capital Management, LLC
|
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|
Jpmorgan Chase & Co
|
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|
Bleakley Financial Group, LLC
|
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|
Financial Council Asset Management Inc
|
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|
BlackRock, Inc.
|
|
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|
Silvant Capital Management LLC
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
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|
Archer Investment Corp
|
|
|
|
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|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
SailingStone Capital Partners LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Ninepoint Partners LP
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Kentucky Retirement Systems Insurance Trust Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Caldwell Securities, Inc
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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Tribune Investment Group LP
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WPG Advisers, LLC
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class
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Widmann Financial Services, Inc.
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Delta Asset Management Llc/tn
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Shell Asset Management Co
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Stonebridge Financial Group, LLC
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TD Capital Management LLC
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Paladin Advisory Group, LLC
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Comprehensive Financial Consultants Institutional, Inc.
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NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
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Nations Financial Group Inc, /ia/ /adv
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Gallagher Fiduciary Advisors, LLC
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M&t Bank Corp
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Generali Asset Management SPA SGR
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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Toronto Dominion Bank
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EBI - RBB Fund Trust - Longview Advantage ETF
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Kayne Anderson Rudnick Investment Management Llc
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Colorado Capital Management, Inc.
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Atria Investments Llc
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Hopwood Financial Services, Inc.
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CENTRAL TRUST Co
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Crewe Advisors LLC
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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Penserra Capital Management LLC
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
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First Financial Bankshares Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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Sterling Investment Advisors, Ltd.
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Headland Capital, LLC
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FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
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Norris Perne & French Llp/mi
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MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
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Blue Bell Private Wealth Management, Llc
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Farmers & Merchants Trust Co of Long Beach
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Mufg Securities Americas Inc.
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IHT Wealth Management, LLC
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EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
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Accurate Wealth Management, LLC
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Missouri Trust & Investment Co
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Journey Strategic Wealth Llc
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ORG Partners LLC
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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New York Life Investment Management Llc
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Twin Tree Management, LP
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Fairman Group, LLC
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Lsp Investment Advisors, Llc
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Capital Analysts, Inc.
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TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Shelton Capital Management
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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Stamos Capital Partners, L.p.
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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Schechter Investment Advisors, LLC
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Cherry Tree Wealth Management, LLC
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
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Main Street Group, LTD
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Motco
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Daiwa Securities Group Inc.
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Bank Of Montreal /can/
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
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Gunderson Capital Management Inc.
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Evernest Financial Advisors, LLC
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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HighTower Advisors, LLC
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Weatherly Asset Management L. P.
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Signaturefd, Llc
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O'shaughnessy Asset Management, Llc
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Avantax Planning Partners, Inc.
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Alliancebernstein L.p.
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Massachusetts Financial Services Co /ma/
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59 North Capital Management, LP
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GWM Advisors LLC
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
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AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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Valued Wealth Advisors LLC
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
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Greenwood Capital Associates Llc
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Norges Bank
|
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MSH Capital Advisors LLC
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Kingswood Wealth Advisors, Llc
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Sava Infond d.o.o.
|
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Ascent Group, LLC
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Eagle Wealth Strategies Llc
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Stock Yards Bank & Trust Co
|
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Hilltop Holdings Inc.
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Plancorp, LLC
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|
Tortoise Capital Advisors, L.l.c.
|
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|
Prosperity Consulting Group, LLC
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
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Allegheny Financial Group LTD
|
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ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
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|
Artemis Investment Management LLP
|
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|
Red Door Wealth Management, LLC
|
|
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|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
True Wealth Design, LLC
|
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|
Hendershot Investments Inc.
|
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|
Legacy Financial Advisors, Inc.
|
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|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
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|
Carter Financial Group, INC.
|
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|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
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|
|
|
Td Private Client Wealth Llc
|
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|
Reaves Utility Income Fund
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
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|
Jfs Wealth Advisors, Llc
|
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|
Indiana Trust & Investment Management CO
|
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|
Empirical Finance, LLC
|
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|
Meridian Wealth Advisors, LLC
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
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|
|
|
JustInvest LLC
|
|
|
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|
Cohen & Steers, Inc.
|
|
|
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|
Legacy Wealth Managment, LLC/ID
|
|
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|
|
|
Bank Of Hawaii
|
|
|
|
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|
Rakuten Investment Management, Inc.
|
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|
Peak6 Llc
|
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|
Alps Advisors Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
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|
|
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|
Essex Financial Services, Inc.
|
|
|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
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|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
|
|
Truvestments Capital Llc
|
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|
|
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|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
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|
AA Financial Advisors, LLC
|
|
|
|
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|
Gf Fund Management Co. Ltd.
|
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|
Harbour Investments, Inc.
|
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|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
|
|
|
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
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|
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
|
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|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Commerce Bank
|
|
|
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|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
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|
Swedbank AB
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Light Street Capital Management, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
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Van Cleef Asset Management,Inc
|
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Highline Wealth Partners Llc
|
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|
HB Wealth Management, LLC
|
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|
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|
Successful Portfolios LLC
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Nadler Financial Group, Inc.
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|
Iams Wealth Management, Llc
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
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|
First American Bank
|
|
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
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|
Lansing Street Advisors
|
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|
Dana Investment Advisors, Inc.
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Putnam Fl Investment Management Co
|
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Metis Global Partners, LLC
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Bernard Wealth Management Corp.
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
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|
Natixis
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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North Star Asset Management Inc
|
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RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
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|
Profund Advisors Llc
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Foster & Motley Inc
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
McCollum Christoferson Group LLC
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|
California State Teachers Retirement System
|
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Country Trust Bank
|
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UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
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|
Smartleaf Asset Management LLC
|
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Affinity Investment Advisors, Llc
|
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Wells Fargo & Company/mn
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
Great Valley Advisor Group, Inc.
|
|
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Midland Wealth Advisors Llc
|
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Icapital Wealth Llc
|
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Magnolia Capital Management Ltd
|
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|
Bokf, Na
|
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|
Stephens Consulting, LLC
|
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|
Limestone Investment Advisors LP
|
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|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
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|
VisionPoint Advisory Group, LLC
|
|
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|
Freedom Financial Partners LLC
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
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|
|
Hoey Investments, Inc
|
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|
Scotia Capital Inc.
|
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|
Traynor Capital Management, Inc.
|
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HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Grimes & Company, Inc.
|
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Castleark Management Llc
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
|
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|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
Cooper Financial Group
|
|
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|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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|
Jennison Associates Llc
|
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|
Brookstone Capital Management
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
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|
Profunds - Profund Vp Utilities
|
|
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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|
Round Rock Advisors, LLC
|
|
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|
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|
Amundi
|
|
|
|
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|
Biltmore Family Office, LLC
|
|
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|
Leigh Baldwin & Co., Llc
|
|
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|
Exchange Traded Concepts, Llc
|
|
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|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Two Seas Capital LP
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Tabor Asset Management, LP
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
RWQ Financial Management Services, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
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|
Vivaldi Capital Management, LLC
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Sciencast Management LP
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V-Square Quantitative Management LLC
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Krs Capital Management, Llc
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McHugh Group, LLC
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State of New Jersey Common Pension Fund D
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
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Beaumont Financial Advisors, LLC
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
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Principal Securities, Inc.
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Southpoint Capital Advisors LP
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TRUE Private Wealth Advisors
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Thrive Wealth Management, LLC
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Sigma Planning Corp
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McClarren Financial Advisors, Inc.
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Robeco Institutional Asset Management B.V.
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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Energy Income Partners, LLC
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Community Bank, N.A.
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Novem Group
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
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Capital Square, LLC
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Alkeon Capital Management Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
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Sterling Capital Management LLC
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Searle & Co.
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
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Fiduciary Trust Co
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Ronald Blue Trust, Inc.
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1620 Investment Advisors, Inc.
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Trinity Legacy Partners, LLC
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BlueChip Wealth Advisors LLC
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Riggs Asset Managment Co. Inc.
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Commerzbank Aktiengesellschaft /fi
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First Command Advisory Services, Inc.
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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IMA Wealth, Inc.
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Principal Street Partners, LLC
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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Ergawealth Advisors, Inc.
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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SPX Equities Gestao de Recursos Ltda
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N.E.W. Advisory Services LLC
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Paragon Financial Partners, Inc.
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Glass Jacobson Investment Advisors llc
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
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HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
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Arrow Capital Pty Ltd
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
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Covestor Ltd
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Elevation Series Trust - RiverNorth Patriot ETF
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Gotham Asset Management, LLC
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MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
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Spire Wealth Management
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
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Private Trust Co Na
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Equitable Holdings, Inc.
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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REAP Financial Group, LLC
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Tradition Wealth Management, LLC
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Advisory Alpha, LLC
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OneAscent Investment Solutions LLC
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Astoria Portfolio Advisors LLC.
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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United Asset Strategies, Inc.
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Albion Financial Group /ut
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Addison Capital Co
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Deseret Mutual Benefit Administrators
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Aries Wealth Management
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D. E. Shaw & Co., Inc.
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Supplemental Annuity Collective Trust of NJ
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Barrett & Company, Inc.
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Arvin Capital Management LP
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Greatmark Investment Partners, Inc.
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Strategic Financial Concepts, LLC
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ATFV - Alger ETF Trust - Alger 35 ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Polymer Capital Management (US) LLC
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First National Bank & Trust Co Of Newtown
|
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Migdal Insurance & Financial Holdings Ltd.
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Fidelis Capital Partners, LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Qrg Capital Management, Inc.
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Pinney & Scofield, Inc.
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Caption Management, LLC
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Platform Technology Partners
|
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|
Accel Wealth Management
|
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Narwhal Capital Management
|
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|
Paradigm Asset Management Co Llc
|
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First Western Trust Bank
|
|
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MYDA Advisors LLC
|
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|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
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|
Cornerstone Total Return Fund Inc
|
|
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|
|
Total Investment Management Inc
|
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|
Richardson Capital Management LLC
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
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|
Strategies Wealth Advisors, LLC
|
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|
Pathstone Holdings, LLC
|
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VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
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|
Meridian Wealth Management, LLC
|
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|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
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|
Citizens Financial Group Inc/ri
|
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|
Farmers Trust Co
|
|
|
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|
Ullmann Financial Group, Inc.
|
|
|
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|
Wesbanco Bank Inc
|
|
|
|
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|
Ossiam
|
|
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|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
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|
Huntleigh Advisors, Inc.
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
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|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
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RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
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Institutional Investment Strategy Fund
|
|
|
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Cyr Financial Inc.
|
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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Optimize Financial Inc
|
|
|
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|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
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|
Manufacturers Life Insurance Company, The
|
|
|
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|
|
Beacon Investment Advisory Services, Inc.
|
|
|
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|
|
Abound Wealth Management
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
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|
Investors Research Corp
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
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|
|
Breakwater Capital Group
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
