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MBL Wealth, LLC
|
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Dakota Wealth Management
|
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Paradigm Financial Partners, Llc
|
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Eq Wealth Advisors, Llc
|
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Avion Wealth
|
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|
Coastline Trust Co
|
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|
Lighthouse Financial LLC
|
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|
Horizon Investments, LLC
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
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|
Zullo Investment Group, Inc.
|
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|
Founders Financial Securities Llc
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
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|
Sovran Advisors, LLC
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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|
|
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|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
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|
Pinnacle Associates Ltd
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Orrstown Financial Services Inc
|
|
|
|
|
|
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
|
|
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Camden National Bank
|
|
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Elyxium Wealth, LLC
|
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
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|
|
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|
Private Wealth Management Group, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
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Profunds - Profund Vp Ultrabull
|
|
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Greenleaf Trust
|
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CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
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|
Congress Asset Management Co /ma
|
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Krs Capital Management, Llc
|
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Sapient Capital Llc
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
Cercano Management LLC
|
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|
Great Lakes Retirement, Inc.
|
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Allegheny Financial Group LTD
|
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Lantern Wealth Advisors, LLC
|
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Fulton Bank, N.a.
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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|
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|
Arjuna Capital
|
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|
Cornerstone Planning Group LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
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|
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|
VSM Wealth Advisory, LLC
|
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|
TD Waterhouse Canada Inc.
|
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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Cynosure Management, Llc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Alpha Family Trust
|
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Wsfs Capital Management, Llc
|
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Sage Capital Advisors,llc
|
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Transform Wealth, LLC
|
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Trust Co
|
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Virtus Investment Advisers, Inc.
|
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Northwest Bancshares, Inc.
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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Harbour Investments, Inc.
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Modera Wealth Management, LLC
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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Estabrook Capital Management
|
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AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
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|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
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|
Harrell Investment Partners, Llc
|
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|
Western Wealth Management, LLC
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
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|
Motley Fool Asset Management LLC
|
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|
LOM Asset Management Ltd
|
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|
HBK Sorce Advisory LLC
|
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|
NEOS Investment Management LLC
|
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|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
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|
|
Harvest Fund Management Co., Ltd
|
|
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|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
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|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
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|
|
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|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
|
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|
Trust Asset Management LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
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|
STF Management LP
|
|
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|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
Davidson Investment Advisors
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
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|
Mission Wealth Management, Lp
|
|
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|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
|
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|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
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|
MRP Capital Investments, LLC
|
|
|
|
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|
Volterra Technologies LP
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
|
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|
IMC-Chicago, LLC
|
|
|
|
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|
Wakefield Asset Management LLLP
|
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|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
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|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
|
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|
Wells Fargo & Company/mn
|
|
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|
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|
Bell Investment Advisors, Inc
|
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|
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|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
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|
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|
Itau Unibanco Holding S.A.
|
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|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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|
|
|
|
PFG Advisors
|
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|
|
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|
Genus Capital Management Inc.
|
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|
Exencial Wealth Advisors, Llc
|
|
|
|
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|
First American Trust, Fsb
|
|
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
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|
Perpetual Ltd
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
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|
S&t Bank/pa
|
|
|
|
|
|
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
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|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Privium Fund Management B.V.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Albion Financial Group /ut
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Channel Wealth Llc
|
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Invesco Ltd.
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
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|
Renaissance Group Llc
|
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|
Ronald Blue Trust, Inc.
|
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Future Financial Wealth Managment LLC
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Peloton Wealth Strategists
|
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Investment Management Corp /va/ /adv
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Martingale Asset Management L P
|
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Legacy Wealth Asset Management, LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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|
Mutual Of America Capital Management Llc
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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Ingalls & Snyder Llc
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
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Paladin Wealth, LLC
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Trillium Asset Management, Llc
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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Bender Robert & Associates
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Custom Index Systems, Llc
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Fidelis Capital Partners, LLC
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Alliancebernstein L.p.
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TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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Voleon Capital Management Lp
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Legacy Capital Wealth Partners, LLC
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Sound View Wealth Advisors Group, LLC
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Ogorek Anthony Joseph /ny/ /adv
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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Commonwealth Equity Services, Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Dogwood Wealth Management LLC
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Activest Wealth Management
|
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Perfromance Wealth Partners, LLC
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
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Ameritas Investment Partners, Inc.
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Garde Capital, Inc.
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Capital World Investors
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Morgan Stanley
|
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Strategy Asset Managers Llc
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
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RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
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Twin Tree Management, LP
|
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HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
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W.G. Shaheen & Associates DBA Whitney & Co
|
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Comerica Bank
|
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Fort Point Capital Partners LLC
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Prestige Wealth Management Group LLC
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Kovack Advisors, Inc.
|
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Siemens Fonds Invest GmbH
|
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DSG Capital Advisors, LLC
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Carmignac Gestion
|
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Umb Bank N A/mo
|
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Signature Wealth Management Group
|
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Baldwin Brothers Inc/ma
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Caption Management, LLC
|
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|
Bank of New Hampshire
|
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|
New Age Alpha Advisors, LLC
|
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Key FInancial Inc
|
|
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Css Llc/il
|
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
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|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
|
|
Avantax Planning Partners, Inc.
|
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|
17 Capital Partners, Llc
|
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|
Gabelli Dividend & Income Trust
|
|
|
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|
|
Plante Moran Financial Advisors, LLC
|
|
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|
Assetmark, Inc
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Profunds - Profund Vp Biotechnology
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
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|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Financial Avengers, Inc.
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
Missouri Trust & Investment Co
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Marcum Wealth, LLC
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PrairieView Partners, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
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First Hawaiian Bank
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SJS Investment Consulting Inc.
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Moody Lynn & Lieberson, Llc
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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Philip James Wealth Mangement, LLC
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Profunds - Profund Vp Ultranasdaq-100
|
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Howard Capital Management Inc.
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Atomi Financial Group, Inc.
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Eaton Vance Tax-managed Buy-write Income Fund
|
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Rialto Wealth Management, LLC
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DekaBank Deutsche Girozentrale
|
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Country Trust Bank
|
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Asset Allocation & Management Company, LLC
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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Geode Capital Management, Llc
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Sig Brokerage, Lp
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Bank of Jackson Hole Trust
|
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PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
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Foster & Motley Inc
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Vanguard Group Inc
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Savant Capital, LLC
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Draper Asset Management, LLC
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Vestcor Inc
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Voya Investment Management Llc
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Guggenheim Strategic Opportunities Fund
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Team Financial Group, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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Vontobel Holding Ltd.
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Mount Yale Investment Advisors, LLC
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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Adams Diversified Equity Fund, Inc.
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Capital Market Strategies LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Independence Bank of Kentucky
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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Strengthening Families & Communities, LLC
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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Beacon Capital Management, LLC
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Bridgewater Associates, LP
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Mariner, LLC
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Atria Investments Llc
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Oakworth Capital, Inc.
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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Fwl Investment Management, Llc
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Insigneo Advisory Services, Llc
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Parkworth Wealth Management, Inc.
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Penserra Capital Management LLC
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Citizens Financial Group Inc/ri
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Alpine Woods Capital Investors, Llc
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Aspect Partners, LLC
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Financial Management Professionals, Inc.
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Synovus Financial Corp
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United Community Bank
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Central Pacific Bank - Trust Division
|
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Capital Performance Advisors Llp
|
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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Oak Ridge Investments Llc
|
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HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
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Whittier Trust Co Of Nevada Inc
|
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Clough Global Dividend & Income Fund
|
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Tradewinds Capital Management, LLC
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CGC Financial Services, LLC
|
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Gulf International Bank (UK) Ltd
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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Equitable Holdings, Inc.
|
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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First Affirmative Financial Network
|
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Abundance Wealth Counselors
|
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Hoey Investments, Inc
|
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Nuveen, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Highline Wealth Partners Llc
|
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BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
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|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
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|
|
Northstar Asset Management Llc
|
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|
Freemont Management S.A.
|
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|
Klp Kapitalforvaltning As
|
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|
Glen Eagle Advisors, LLC
|
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|
|
|
|
Summit Trail Advisors, Llc
|
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|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
Parkside Financial Bank & Trust
|
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|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
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|
|
BRYN MAWR TRUST Co
|
|
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|
GW&K Investment Management, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
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|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
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|
|
|
American National Bank
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Harding Loevner Lp
|
|
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|
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|
Prudential Plc
|
|
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|
|
Trust Co Of Vermont
|
|
|
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|
|
National Asset Management, Inc.
|
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|
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|
Ci Investments Inc.
|
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|
Jpmorgan Chase & Co
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
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Perennial Investment Advisors, LLC
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
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|
Continuum Advisory, LLC
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Mattson Financial Services, LLC
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
May Hill Capital, LLC
|
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Torno Capital, Llc
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Diversified Trust Co
|
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|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
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|
Newman Dignan & Sheerar, Inc.
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
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Cambridge Investment Research Advisors, Inc.
|
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SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
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|
Principia Wealth Advisory, LLC
|
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CI Private Wealth, LLC
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
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Captrust Financial Advisors
|
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FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
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|
Tritonpoint Wealth, Llc
|
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GPS Wealth Strategies Group, LLC
|
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LGT Financial Advisors LLC
|
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Facet Wealth, Inc.
|
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
West Family Investments, Inc.
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Bridger Management, Llc
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Addison Advisors LLC
|
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|
Hedeker Wealth, LLC
|
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
Moss Adams Wealth Advisors LLC
|
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Argent Trust Co
|
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Washington Trust Bank
|
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Walleye Capital LLC
|
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Willner & Heller, Llc
|
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Hollencrest Capital Management
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Abc Arbitrage Sa
|
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American Trust
|
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National Pension Service
|
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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|
HighPoint Advisor Group LLC
|
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|
Frank, Rimerman Advisors LLC
|
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|
Colony Group, LLC
|
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Mainsail Asset Management, Llc
|
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Griffin Asset Management, Inc.
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
Cibc World Markets Corp
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
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|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
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|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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Cumberland Partners Ltd
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
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|
Capital Investment Advisors, LLC
|
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|
Lord, Abbett & Co. Llc
|
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|
Csenge Advisory Group
|
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|
Hm Payson & Co
|
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|
Summit Financial, LLC
|
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|
Varma Mutual Pension Insurance Co
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
|
Elo Mutual Pension Insurance Co
|
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|
Smartleaf Asset Management LLC
|
|
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|
Mattern Capital Management, Llc
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
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|
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|
Westpac Banking Corp
|
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|
Welch & Forbes Llc
|
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|
Sei Investments Co
|
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|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
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|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Legacy Bridge, LLC
|
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|
Signature Resources Capital Management, LLC
|
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|
Jane Street Group, Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
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|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
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|
Quotient Wealth Partners, LLC
|
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|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
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|
|
Fmr Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
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|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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|
Pitcairn Co
|
|
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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CWA Asset Management Group, LLC
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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Merit Financial Group, LLC
|
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BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class
|
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|
Zwj Investment Counsel Inc
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Bank Of America Corp /de/
|
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|
One Wealth Capital Management, Llc
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
American Capital Advisory, LLC
|
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|
Teamwork Financial Advisors, LLC
|
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|
Choate Investment Advisors
|
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Stonebrook Private Inc.
|
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Monetary Management Group Inc
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Lindbrook Capital, Llc
|
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Meeder Asset Management Inc
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
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|
Midwest Trust Co
|
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|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
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|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
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|
AllSquare Wealth Management LLC
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
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|
Us Bancorp \de\
|
|
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Galvin, Gaustad & Stein, LLC
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Simplify Asset Management Inc.
|
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EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
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California State Teachers Retirement System
|
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Mediolanum International Funds Ltd
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
|
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|
|
Louisbourg Investments Inc.
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
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|
|
Northwestern Mutual Wealth Management Co
|
|
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|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
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|
|
Strid Group, LLC
|
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|
Nova Wealth Management, Inc.
|
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|
Fort Sheridan Advisors Llc
|
|
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|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
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|
|
Spire Wealth Management
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Morse Asset Management, Inc
|
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|
|
Proficio Capital Partners LLC
|
|
|
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|
|
Keybank National Association/oh
|
|
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|
|
Center for Financial Planning, Inc.
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
Schmidt P J Investment Management Inc
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
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Heirloom Wealth Management
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
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|
Putney Financial Group LLC
|
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|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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|
Banque Transatlantique SA
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
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|
BCJ Capital Management, LLC
|
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GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
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|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
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JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
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|
Arkadios Wealth Advisors
|
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Barclays Plc
|
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Cornerstone Total Return Fund Inc
|
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Atlantic Union Bankshares Corp
|
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China Universal Asset Management Co., Ltd.
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Sepio Capital, LP
|
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Qrg Capital Management, Inc.
|
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Ballentine Partners, LLC
|
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|
Fifth Third Wealth Advisors LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
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HealthInvest Partners AB
|
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Ameritas Advisory Services, LLC
|
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Korea Investment CORP
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Fox Hill Wealth Management
|
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Fred Alger Management, Llc
|
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CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
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|
Strs Ohio
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
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Hardman Johnston Global Advisors LLC
|
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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|
Trifecta Capital Advisors, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Ipswich Investment Management Co., Inc.
|
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LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
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|
Pinnacle Financial Partners Inc
|
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|
Reyes Financial Architecture, Inc.
|
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Tekla Healthcare Investors
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Catalyst Financial Partners Llc
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Princeton Global Asset Management LLC
|
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Dana Investment Advisors, Inc.
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
Heartwood Wealth Advisors LLC
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Stonegate Investment Group, LLC
|
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|
Coldstream Capital Management Inc
|
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|
Versant Capital Management, Inc
|
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PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
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|
UNIVEST FINANCIAL Corp
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
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|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
Investment Management Corp of Ontario
|
|
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|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
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|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
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|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
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|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Sfmg, Llc
|
|
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|
|
Assenagon Asset Management S.A.
|
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|
|
Groesbeck Investment Management Corp /nj/
|
|
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|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
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Raiffeisen Bank International AG
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Smithfield Trust Co
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Journey Strategic Wealth Llc
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Core Alternative Capital
|
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ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
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Alps Advisors Inc
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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|
Banque Pictet & Cie Sa
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Resurgent Financial Advisors LLC
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Horizon Financial Services, Llc
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HFM Investment Advisors, LLC
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USS Investment Management Ltd
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Pensionmark Financial Group, Llc
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FSA Wealth Management LLC
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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|
Cape Investment Advisory, Inc.
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|
Moisand Fitzgerald Tamayo, LLC
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
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BridgePort Financial Solutions, LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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Concurrent Investment Advisors, LLC
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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Cedar Mountain Advisors, LLC
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Group One Trading, L.p.
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
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Schechter Investment Advisors, LLC
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Kane Investment Management, Inc.
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Tower Research Capital LLC (TRC)
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Blair William & Co/il
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Crestwood Advisors Group LLC
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Cullen/frost Bankers, Inc.
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Exchange Traded Concepts, Llc
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Amundi
|
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Flaharty Asset Management, LLC
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Securian Funds Trust - SFT Index 500 Fund Class 1
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Proathlete Wealth Management Llc
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JustInvest LLC
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WFA of San Diego, LLC
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REAP Financial Group, LLC
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Chelsea Counsel Co
|
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Valley National Advisers Inc
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Howland Capital Management Llc
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Vanguard Capital Wealth Advisors
|
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B&l Asset Management Llc
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Shelter Mutual Insurance Co
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
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Legal & General Group Plc
|
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Milestone Asset Management, Llc
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Mascoma Wealth Management LLC
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NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Lion Street Advisors, LLC
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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Blackrock Health Sciences Trust
|
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Norges Bank
|
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Plato Investment Management Ltd
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
WPG Advisers, LLC
|
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SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
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Artia Global Partners LP
|
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|
Clarius Group, LLC
|
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ROSS\JOHNSON & Associates LLC
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
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|
Columbia Asset Management
|
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|
GKV Capital Management Co., Inc.
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Maseco Llp
|
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Rhenman & Partners Asset Management AB
|
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Edgestream Partners, L.P.
|
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Thematics Asset Management
|
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|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
|
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|
Mbb Public Markets I Llc
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
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|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
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NewSquare Capital LLC
|
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La Banque Postale Asset Management SA
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Cerity Partners LLC
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Murphy & Mullick Capital Management Corp
|
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|
Czech National Bank
|
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|
Modern Wealth Management, LLC
|
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|
Keel Point, LLC
|
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|
Ashford Capital Management Inc
|
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Ameriflex Group, Inc.
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Edmond De Rothschild Holding S.a.
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
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Icapital Wealth Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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Financial Engines Advisors L.L.C.
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Adirondack Trust Co
|
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Clark Capital Management Group, Inc.
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Diversify Advisory Services, LLC
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Boothbay Fund Management, Llc
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
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|
Thompson Siegel & Walmsley Llc
|
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
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Westside Investment Management, Inc.
|
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Congress Wealth Management LLC / DE /
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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Capital Group Investment Management Pte. Ltd.
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Acima Private Wealth, Llc
|
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Delta Asset Management Llc/tn
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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|
E. Ohman J:or Asset Management AB
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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|
Mufg Securities Americas Inc.
|
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First Horizon Advisors, Inc.
|
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Walleye Trading LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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AGH Wealth Advisors, LLC
|
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Hantz Financial Services, Inc.
|
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VCAAX - VALIC Co I - Asset Allocation Fund
|
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Mizuho Securities Usa Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Diversify Wealth Management, Llc
|
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Bellwether Advisors, LLC
|
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Cubist Systematic Strategies, LLC
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Boomfish Wealth Group, LLC
|
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Wealth Enhancement Advisory Services, Llc
|
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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|
Deseret Mutual Benefit Administrators
|
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Cherry Creek Investment Advisors, Inc.
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Gables Capital Management Inc.
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Transcend Wealth Collective, Llc
|
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First Pacific Financial
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
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|
UMA Financial Services, Inc.
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
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|
Baillie Gifford & Co
|
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|
Crewe Advisors LLC
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Knollwood Investment Advisory, LLC
|
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
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|
Midwest Professional Planners, LTD.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
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|
Private Advisor Group, LLC
|
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|
Tillman Hartley LLC
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
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|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
|
Handelsbanken Fonder AB
|
|
|
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|
|
Callan Family Office, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
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|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
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|
|
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|
Centurion Wealth Management LLC
|
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
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|
|
Pnc Financial Services Group, Inc.
|
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|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
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|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Truist Financial Corp
|
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|
|
Ethic Inc.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
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|
|
United Capital Financial Advisers, Llc
|
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|
Prescott Group Capital Management, L.l.c.
|
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|
Provident Investment Management, Inc.
|
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|
Boston Private Wealth Llc
|
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|
LFA - Lugano Financial Advisors SA
|
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|
|
|
|
Baird Financial Group, Inc.
|
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|
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|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
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|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
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|
|
Los Angeles Capital Management Llc
|
|
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|
Cambria Investment Management, L.P.
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
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|
Rafferty Asset Management, LLC
|
|
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|
Shell Asset Management Co
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
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|
Essex Savings Bank
|
|
|
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|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
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AustralianSuper Pty Ltd
|
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|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Adviser Investments LLC
|
|
|
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|
Dempze Nancy E
|
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Tekla Life Sciences Investors
|
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Covestor Ltd
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
Peapack Gladstone Financial Corp
|
|
|
|
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|
Checchi Capital Advisers, LLC
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Tokio Marine Asset Management Co Ltd
|
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APG Asset Management US Inc.
|
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Aptus Capital Advisors, LLC
|
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|
Jefferies Financial Group Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
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|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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|
Nomura Asset Management Co Ltd
|
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|
Kennedy Capital Management, Inc.
|
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|
Eqis Capital Management, Inc.
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
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|
Evermay Wealth Management Llc
|
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|
IMG Wealth Management, Inc.
|
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AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
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|
Syverson Strege & Co
|
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|
|
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|
MBM Wealth Consultants, LLC
|
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Burney Co/
|
|
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Zions Bancorporation, National Association /ut/
|
|
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Illumine Investment Management, LLC
|
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|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
|
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|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
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|
Capital Investment Advisory Services, LLC
|
|
|
|
|
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
Telos Capital Management, Inc.
|
|
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BLB&B Advisors, LLC
|
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|
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EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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Guggenheim Capital Llc
|
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First National Bank of Mount Dora, Trust Investment Services
|
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Heritage Wealth Advisors
|
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Snowden Capital Advisors LLC
|
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Bailard, Inc.
|
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Retirement Planning Co of New England, Inc.
|
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Cherry Tree Wealth Management, LLC
|
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Td Asset Management Inc
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
Beacon Pointe Advisors, LLC
|
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|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Alyeska Investment Group, L.P.
|
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Bruce G. Allen Investments, LLC
|
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Candriam Luxembourg S.C.A.
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
Arlington Financial Advisors, LLC
|
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Brighton Jones Llc
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Intech Investment Management Llc
|
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We Are One Seven, LLC
|
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Nbc Securities, Inc.
|
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Optas, LLC
|
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Public Sector Pension Investment Board
|
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Daiwa Securities Group Inc.
|
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Northwestern Mutual Investment Management Company, Llc
|
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ASB Consultores, LLC
|
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Whittier Trust Co
|
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
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|
RMB Capital Management, LLC
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
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|
Harbour Capital Advisors, LLC
|
|
|
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Caas Capital Management Lp
|
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
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|
|
Private Trust Co Na
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
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Raleigh Capital Management Inc.
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
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Osterweis Capital Management Inc
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WestEnd Advisors, LLC
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Boston Common Asset Management, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
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Zurcher Kantonalbank (Zurich Cantonalbank)
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