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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Total Investment Management Inc
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Saturna Capital CORP
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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MBE Wealth Management, LLC
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Rockland Trust Co
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
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INPIX - Profunds - Internet Ultrasector Profund Investor Class
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Cynosure Management, Llc
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
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BLPIX - Profunds - Bull Profund Investor Class
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Canada Post Corp Registered Pension Plan
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Siemens Fonds Invest GmbH
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PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
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Kensington Investment Counsel, LLC
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Beaumont Financial Advisors, LLC
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King Luther Capital Management Corp
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Texas Permanent School Fund
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First Hawaiian Bank
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Fayez Sarofim & Co
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Maripau Wealth Management Llc
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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Novem Group
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Stephens Investment Management Group LLC
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
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TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
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LPL Financial LLC
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Triavera Capital LLC
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Baypointe Partners LLC
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
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Universal- Beteiligungs- und Servicegesellschaft mbH
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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AYAL Capital Advisors Ltd
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Harvey Partners, LLC
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Wells Fargo & Company/mn
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Glenmede Trust Co Na
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Stifel Financial Corp
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
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Balyasny Asset Management Llc
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GFG Capital, LLC
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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Canada Pension Plan Investment Board
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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Anchor Investment Management, LLC
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
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State Street Corp
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IHT Wealth Management, LLC
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Capital World Investors
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Cornerstone Planning Group LLC
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Chevy Chase Trust Holdings, Inc.
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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CHICAGO TRUST Co NA
|
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Ambassador Advisors, LLC
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DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
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NEOS Investment Management LLC
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Ronald Blue Trust, Inc.
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
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Alliancebernstein L.p.
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First United Bank Trust/
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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HighPoint Advisor Group LLC
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Profunds - Profund Vp Ultrabull
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Eastern Bank
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Gries Financial Llc
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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Empower Advisory Group, LLC
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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Agp Franklin, Llc
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Richardson Financial Services Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
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BRYN MAWR TRUST Co
|
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Ci Investments Inc.
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Keel Point, LLC
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
Empirical Finance, LLC
|
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|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
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|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
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|
Montag A & Associates Inc
|
|
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|
|
Alta Advisers Ltd
|
|
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|
|
Garde Capital, Inc.
|
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Chicago Partners Investment Group LLC
|
|
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|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
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|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
South Plains Financial, Inc.
|
|
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|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
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|
|
Baader Bank INC
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
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|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
|
Rice Partnership, LLC
|
|
|
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|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Greenbrier Partners Capital Management, LLC
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
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Northeast Investment Management
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Mirabella Financial Services Llp
|
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Western Financial Corp/CA
|
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Taikang Asset Management (Hong Kong) Co Ltd
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
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Regal Investment Advisors LLC
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
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Atlantic Trust, LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
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|
Quantinno Capital Management LP
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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Valued Wealth Advisors LLC
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SummitTX Capital, L.P.
|
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Financial Advocates Investment Management
|
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HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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Coldstream Capital Management Inc
|
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Weybosset Research & Management Llc
|
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M&t Bank Corp
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Camden Capital, LLC
|
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SJS Investment Consulting Inc.
|
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DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Public Employees Retirement Association Of Colorado
|
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State of Wyoming
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Second Half Financial Partners, LLC
|
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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Pandora Wealth, Inc.
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Park Avenue Securities Llc
|
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Strategic Wealth Partners, Ltd.
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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Rothschild Investment Llc
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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|
Catalyst Capital Advisors LLC
|
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|
Fragasso Group Inc.
|
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Tcw Group Inc
|
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Highline Wealth Partners Llc
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Quantum Capital Management, LLC / NJ
|
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Conestoga Capital Advisors, LLC
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Fifth Third Wealth Advisors LLC
|
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Allworth Financial LP
|
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
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Sone Capital Management, LLC
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FIL Ltd
|
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CIBC Private Wealth Group, LLC
|
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Advisory Services Network, LLC
|
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Level Four Advisory Services, Llc
|
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Parallel Advisors, LLC
|
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Norris Perne & French Llp/mi
|
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Allen Investment Management LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
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|
Tower View Investment Management & Research LLC
|
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|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
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|
Everhart Financial Group, Inc.
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
AlphaCore Capital LLC
|
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|
Concurrent Investment Advisors, LLC
|
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Capital Research Global Investors
|
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|
Redwood Park Advisors LLC
|
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|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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|
|
Golden State Wealth Management, LLC
|
|
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|
|
Dagco, Inc.
|
|
|
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|
Capital Fund Management S.a.
|
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|
Forum Financial Management, LP
|
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|
IMC-Chicago, LLC
|
|
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|
|
Intelligent Financial Strategies
|
|
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|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Solano Wealth Investment Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Yousif Capital Management, Llc
|
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|
Jlb & Associates Inc
|
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|
Credential Qtrade Securities Inc.
|
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|
Sovran Advisors, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
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|
Ingalls & Snyder Llc
|
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|
Independent Solutions Wealth Management, LLC
|
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|
Voya Investment Management Llc
|
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
|
|
|
One + One Wealth Management, Llc
|
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|
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|
Ashford Capital Management Inc
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
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|
SRS Capital Advisors, Inc.
|
|
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|
Hardy Reed LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
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|
Pnc Financial Services Group, Inc.
|
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Chilton Investment Co Llc
|
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|
KBC Group NV
|
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|
Sentry Investment Management Llc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Savant Capital, LLC
|
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|
|
|
Facet Wealth, Inc.
|
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|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
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|
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|
|
Comerica Bank
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
Boston Private Wealth Llc
|
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|
Newbridge Financial Services Group, Inc.
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
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|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
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|
GeoWealth Management, LLC
|
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|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
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|
NewSquare Capital LLC
|
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|
Wellington Management Group Llp
|
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|
|
Optimum Investment Advisors
|
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|
Scientech Research LLC
|
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|
Colony Group, LLC
|
|
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|
Covenant Partners, LLC
|
|
|
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|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
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|
Spire Wealth Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
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|
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|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Akre Capital Management Llc
|
|
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|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
AMID - EA Series Trust - Argent Mid Cap ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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C M Bidwell & Associates Ltd
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GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
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Qrg Capital Management, Inc.
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Fulton Bank, N.a.
|
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Gateway Investment Advisers Llc
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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Chesley Taft & Associates LLC
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Acropolis Investment Management, LLC
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ProShare Advisors LLC
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Plato Investment Management Ltd
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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Sittner & Nelson, Llc
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
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Marshall & Sterling Wealth Advisors Inc.
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CI Private Wealth, LLC
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Quarry LP
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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Spinnaker Trust
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Trilogy Capital Inc.
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Northwest & Ethical Investments L.P.
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Legacy Capital Wealth Partners, LLC
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Fiduciary Alliance LLC
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Umb Bank N A/mo
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
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Whipplewood Advisors, LLC
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APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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Principia Wealth Advisory, LLC
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Montag & Caldwell, Llc
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Integrated Wealth Concepts LLC
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Invst, LLC
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Rakuten Securities, Inc.
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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Bank Of America Corp /de/
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Jensen Investment Management Inc
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
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Jarislowsky, Fraser Ltd
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Zions Bancorporation, National Association /ut/
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Police & Firemen's Retirement System of New Jersey
|
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Western Wealth Management, LLC
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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Sherbrooke Park Advisers Llc
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State Board Of Administration Of Florida Retirement System
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BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
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Sigma Planning Corp
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Banque Pictet & Cie Sa
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JT Stratford LLC
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Centaurus Financial, Inc.
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Smart Money Group LLC
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Nicolet Advisory Services, Llc
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X-Square Capital, LLC
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McBroom & Associates, LLC
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Swedbank AB
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Drive Wealth Management, Llc
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MTM Investment Management, LLC
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Millennium Management Llc
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Crown Oak Advisors, LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Jacobi Capital Management LLC
|
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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Addison Capital Co
|
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Catalyst Funds Management Pty Ltd
|
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Teza Capital Management LLC
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Evergreen Capital Management Llc
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
Vident Advisory, LLC
|
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1832 Asset Management L.P.
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Stance Capital Llc
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
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|
Prime Capital Investment Advisors, LLC
|
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|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Kings Path Partners LLC
|
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|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
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|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
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|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
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|
Midwest Trust Co
|
|
|
|
|
|
Wedgewood Partners Inc
|
|
|
|
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|
Capital Analysts, Inc.
|
|
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Profunds - Profund Vp Internet
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Capital Impact Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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EP Wealth Advisors, Inc.
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ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
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Rockbridge Capital Management LLC
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Aaron Wealth Advisors LLC
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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Petrus Trust Company, LTA
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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Ritter Daniher Financial Advisory LLC / DE
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Cambridge Investment Research Advisors, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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LaFleur & Godfrey LLC
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Larson Financial Group LLC
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Barclays Plc
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Gitterman Wealth Management, LLC
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Bayesian Capital Management, LP
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Gibbs Wealth Management
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
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Td Asset Management Inc
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Archer Investment Corp
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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FSA Wealth Management LLC
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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EHLS - Tidal Trust II - Even Herd Long Short ETF
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Azzad Asset Management Inc /adv
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INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
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Apollon Wealth Management, LLC
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
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Hsbc Holdings Plc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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Gabelli Funds Llc
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Cape Investment Advisory, Inc.
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First Heartland Consultants, Inc.
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Abound Wealth Management
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Valeo Financial Advisors, LLC
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Blueshift Asset Management, LLC
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United Asset Strategies, Inc.
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
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Dougherty Wealth Advisers LLC
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Point72 Asset Management, L.P.
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Capital Investment Advisors, LLC
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Bogart Wealth, LLC
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Picton Mahoney Asset Management
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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Trueblood Wealth Management, LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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Checchi Capital Advisers, LLC
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Bare Financial Services, Inc
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J2 Capital Management Inc
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CWM Advisors, LLC
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Bank Of Nova Scotia
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
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Capital Group Investment Management Pte. Ltd.
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Enterprise Financial Services Corp
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Oxford Financial Group Ltd
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Duncker Streett & Co Inc
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Andra AP-fonden
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New York Life Investment Management Llc
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Healthcare Of Ontario Pension Plan Trust Fund
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Maridea Wealth Management LLC
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Ieq Capital, Llc
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
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Global X Japan Co., Ltd.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Securian Asset Management, Inc
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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Kestra Advisory Services, LLC
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CoreCap Advisors, LLC
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Rakuten Investment Management, Inc.
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GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class
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JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
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Sig Brokerage, Lp
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Cetera Investment Advisers
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Avestar Capital, LLC
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Public Sector Pension Investment Board
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Stuart Chaussee & Associates, Inc.
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NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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SG Americas Securities, LLC
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Nvwm, Llc
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Rise Advisors, LLC
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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Sit Investment Associates Inc
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Rocky Mountain Advisers, Llc
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ABN AMRO Bank N.V.
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AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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Union Bancaire Privee, UBP SA
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Port Capital LLC
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Y-Intercept (Hong Kong) Ltd
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Park Square Financial Group, LLC
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Intrust Bank Na
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Pinnacle Wealth Planning Services, Inc.
|
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Empirical Asset Management, LLC
|
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SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
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Liberty All Star Growth Fund Inc.
|
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Squarepoint Ops LLC
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Nomura Holdings Inc
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Axa S.a.
|
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Arkadios Wealth Advisors
|
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|
Treasurer of the State of North Carolina
|
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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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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Weiss Asset Management LP
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Jones Financial Companies Lllp
|
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MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
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George Kaiser Family Foundation
|
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Massmutual Trust Co Fsb/adv
|
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Garda Capital Partners Lp
|
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Alapocas Investment Partners, Inc.
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
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|
Panagora Asset Management Inc
|
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|
Avantra Family Wealth, Inc.
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Gobi Capital Llc
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
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|
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|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
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|
City State Bank
|
|
|
|
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|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
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|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
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|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
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|
|
CENTRAL TRUST Co
|
|
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|
|
|
Arizona State Retirement System
|
|
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|
Smithfield Trust Co
|
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|
Westfield Capital Management Co Lp
|
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|
Mediolanum International Funds Ltd
|
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|
Lido Advisors, LLC
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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|
Credit Capital Investments LLC
|
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|
|
First Manhattan Co
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
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|
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|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Edgestream Partners, L.P.
|
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|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
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|
Ako Capital Llp
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
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|
McIlrath & Eck, LLC
|
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|
|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Nitorum Capital, L.P.
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Peregrine Capital Management Llc
|
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|
HB Wealth Management, LLC
|
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|
Korea Investment CORP
|
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|
CIBC World Markets Inc.
|
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|
Annandale Capital, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
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|
|
Howard Hughes Medical Institute
|
|
|
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|
Prudential Plc
|
|
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|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
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|
Boston Family Office Llc
|
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|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
Rodgers Brothers Inc.
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
Unique Wealth, Llc
|
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Bank Of Montreal /can/
|
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Ipswich Investment Management Co., Inc.
|
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Cwm, Llc
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
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Aigen Investment Management, Lp
|
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Bellecapital International Ltd.
|
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HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
Legal & General Group Plc
|
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Deutsche Bank Ag\
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
|
Verition Fund Management LLC
|
|
|
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|
Altfest L J & Co Inc
|
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|
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|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
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Covestor Ltd
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
PineBridge Investments, L.P.
|
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Wedmont Private Capital
|
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Johnson Financial Group, Inc.
|
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Wealth Enhancement Advisory Services, Llc
|
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TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
Fiduciary Trust Co
|
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GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
|
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Panoramic Capital Partners, LLC
|
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Silvercrest Asset Management Group Llc
|
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Beacon Pointe Advisors, LLC
|
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|
Alps Advisors Inc
|
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|
Kennedy Capital Management, Inc.
|
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E Fund Management Co., Ltd.
|
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PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
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|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
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|
|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
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|
Miracle Mile Advisors, LLC
|
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|
Walleye Capital LLC
|
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|
Morgan Stanley
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
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|
|
Yorktown Management & Research Co Inc
|
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|
|
Essex Investment Management Co Llc
|
|
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|
|
Donaldson Capital Management, Llc
|
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|
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|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Broadcrest Asset Management, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Bancreek Capital Management, LP
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
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|
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Gillespie Robinson & Grimm Inc
|
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|
D. E. Shaw & Co., Inc.
|
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|
Sciencast Management LP
|
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|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
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|
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|
Resources Investment Advisors, LLC.
|
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|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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Ofi Invest Asset Management
|
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|
Truvestments Capital Llc
|
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Atwater Malick LLC
|
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ExodusPoint Capital Management, LP
|
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Howard Capital Management Inc.
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Private Advisor Group, LLC
|
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Perpetual Ltd
|
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Tiaa Trust, National Association
|
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Commerzbank Aktiengesellschaft /fi
|
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Virtu Financial LLC
|
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NorthRock Partners, LLC
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
Jump Financial, LLC
|
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|
Mitchell Capital Management Co
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
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|
Tobam
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
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|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Tokio Marine Asset Management Co Ltd
|
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Kieckhefer Group Llc
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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|
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|
Rhumbline Advisers
|
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|
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|
Bessemer Group Inc
|
|
|
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
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|
|
|
|
First Command Advisory Services, Inc.
|
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|
Wilkins Investment Counsel Inc
|
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|
CenterBook Partners LP
|
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|
Brown Advisory Inc
|
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
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|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
S&t Bank/pa
|
|
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|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
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|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Lionstone Capital Management LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Jackson Hill Advisors, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Peregrine Investment Management Inc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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Aviso Financial Inc.
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Schroder Investment Management Group
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SILVER OAK SECURITIES, Inc
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Capital International Ltd /ca/
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Elo Mutual Pension Insurance Co
|
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Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
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|
Capital Planning Advisors, LLC
|
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Postrock Partners Llc
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MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Wallace Advisory Group, LLC
|
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Quadrant Capital Group Llc
|
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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|
Anfield Capital Management, LLC
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Ancora Advisors, LLC
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Rehmann Capital Advisory Group
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Bright Rock Capital Management, Llc
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Avalon Trust Co
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Baker Tilly Financial, Llc
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Advisors Capital Management, LLC
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Capital International Inc /ca/
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Geneva Capital Management Llc
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American Capital Advisory, LLC
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Impact Capital Partners LLC
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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DiNuzzo Private Wealth, Inc.
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Mutual Of America Capital Management Llc
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APG Asset Management N.V.
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Maren Capital LLC
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Janus Henderson Group Plc
|
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Advisor Resource Council
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Twinbeech Capital Lp
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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Charles Schwab Investment Management Inc
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First Merchants Corp
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Jacobs Levy Equity Management, Inc
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Empowered Funds, LLC
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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Hemington Wealth Management
|
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Tortoise Investment Management, LLC
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Alta Capital Management Llc/
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Voleon Capital Management Lp
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Franklin Resources Inc
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Pinnacle Associates Ltd
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IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
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BSW Wealth Partners
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Salem Investment Counselors Inc
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Swiss National Bank
|
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Oregon Public Employees Retirement Fund
|
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K.J. Harrison & Partners Inc
|
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Beacon Capital Management, LLC
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FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
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Transce3nd, LLC
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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Kimelman & Baird, LLC
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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|
Hughes Financial Services, LLC
|
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WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Palogic Value Management, L.P.
|
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Badgley Phelps Wealth Managers, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
California State Teachers Retirement System
|
|
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|
|
Venturi Wealth Management, LLC
|
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|
Nova Wealth Management, Inc.
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Symphony Financial, Ltd. Co.
|
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Oarsman Capital, Inc.
|
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Comgest Global Investors S.a.s.
|
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CNB Bank
|
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Nuveen, LLC
|
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|
Pinnacle Financial Partners Inc
|
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
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|
|
Vontobel Holding Ltd.
|
|
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|
Td Private Client Wealth Llc
|
|
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|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
|
|
Gryphon Financial Partners LLC
|
|
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|
|
Hills Bank & Trust Co
|
|
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|
Agate Pass Investment Management, LLC
|
|
|
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|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
ULTRA SERIES FUND - Mid Cap Fund Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
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FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
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Hartford Investment Management Co
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JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
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Pathstone Holdings, LLC
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EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
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Bayforest Capital Ltd
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
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MBL Wealth, LLC
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Systematic Alpha Investments, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Utah Retirement Systems
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Macquarie Group Ltd
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Brown, Lisle/cummings, Inc.
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Pitcairn Co
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WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class
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Sawgrass Asset Management Llc
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Dai-Ichi Life Insurance Company, Ltd
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First Horizon Advisors, Inc.
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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Public Employees Retirement System Of Ohio
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Russell Investments Group, Ltd.
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Cullen/frost Bankers, Inc.
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
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STRV - EA Series Trust - Strive 500 ETF
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CIBC Asset Management Inc
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
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Congress Wealth Management LLC / DE /
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Suncoast Equity Management
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CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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Portside Wealth Group, LLC
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HWG Holdings LP
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GHP Investment Advisors, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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Commonwealth Equity Services, Llc
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Cable Hill Partners, LLC
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Natixis
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
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Red Tortoise LLC
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Flossbach Von Storch Ag
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Stiles Financial Services Inc
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