|
Chemung Canal Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
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|
Johnson Financial Group, Inc.
|
|
|
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
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|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
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|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
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|
Successful Portfolios LLC
|
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Nbt Bank N A /ny
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Great Lakes Advisors, Llc
|
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BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
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|
Bell Asset Management Ltd
|
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|
Wedbush Securities Inc
|
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|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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|
|
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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|
BloombergSen Inc.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Azzad Asset Management Inc /adv
|
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Wedmont Private Capital
|
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Redmond Asset Management, LLC
|
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Haven Private, LLC
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Northwestern Mutual Investment Management Company, Llc
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
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|
Vident Advisory, LLC
|
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
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|
Invesco Ltd.
|
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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Dorsey & Whitney Trust CO LLC
|
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Boomfish Wealth Group, LLC
|
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Royal Bank Of Canada
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
Blume Capital Management, Inc.
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Berger Financial Group, Inc
|
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Lcnb Corp
|
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JustInvest LLC
|
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Principal Street Partners, LLC
|
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|
Clough Global Opportunities Fund
|
|
|
|
|
|
Sentinus, LLC
|
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|
Round Rock Advisors, LLC
|
|
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|
Mechanics Bank Trust Department
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Mechanics Financial Corp
|
|
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|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Timucuan Asset Management Inc/fl
|
|
|
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|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
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|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Prevatt Capital Ltd
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
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|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
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|
Clean Yield Group
|
|
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|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
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|
Shelter Ins Retirement Plan
|
|
|
|
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|
Cape Investment Advisory, Inc.
|
|
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
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|
Manufacturers Life Insurance Company, The
|
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|
|
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|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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|
Dodge & Cox
|
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|
Hutchinson Financial Advisors, INC
|
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Ameriprise Financial Inc
|
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Main Street Group, LTD
|
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Mirabella Financial Services Llp
|
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Warren Street Wealth Advisors, LLC
|
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Allegiance Financial Group Advisory Services LLC
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Quantitative Investment Management, LLC
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|
Becker Capital Management Inc
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|
Foundations Investment Advisors, LLC
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Prakash Investment Advisors Llc
|
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Tredje AP-fonden
|
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|
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Clarendon Private LLC
|
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|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
Greykasell Wealth Strategies, Inc.
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Truist Financial Corp
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Captrust Financial Advisors
|
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Kirtland Hills Capital Management, Llc
|
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BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
Chicago Capital, LLC
|
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|
Arizona State Retirement System
|
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ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
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|
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|
Geneos Wealth Management Inc.
|
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|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Paul Damon & Associates, Inc.
|
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Soros Fund Management Llc
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Pinnacle Holdings, LLC
|
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|
Symmetry Partners, LLC
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High Note Wealth, LLC
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Alta Advisers Ltd
|
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Machina Capital S.a.s.
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Syon Capital Llc
|
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Bank Of Hawaii
|
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Stonegate Investment Group, LLC
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Sit Investment Associates Inc
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Putney Financial Group LLC
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Bragg Financial Advisors, Inc
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
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|
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|
Warren Averett Asset Management, LLC
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
Ewa, Llc
|
|
|
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|
Daiwa Securities Group Inc.
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
L1 Capital International Pty Ltd
|
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|
Investidor Profissional Gestao de Recursos Ltda.
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
Dsm Capital Partners Llc
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
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|
Compass Ion Advisors, LLC
|
|
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|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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|
Engineers Gate Manager LP
|
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|
Private Wealth Asset Management, LLC
|
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|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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|
Hantz Financial Services, Inc.
|
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|
Varma Mutual Pension Insurance Co
|
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|
Saturna Capital CORP
|
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|
Great Diamond Partners, LLC
|
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|
YHB Investment Advisors, Inc.
|
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|
Corient IA LLC
|
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|
Keel Point, LLC
|
|
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|
Atticus Wealth Management, Llc
|
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|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
Crossmark ETF Trust - Crossmark Large Cap Growth ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Travel Tech ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
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|
|
|
|
Curio Wealth, Llc
|
|
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|
|
Trillium Asset Management, Llc
|
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|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Marex Group plc
|
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|
|
Boothbay Fund Management, Llc
|
|
|
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|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Kinetic Partners Management, LP
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
EMC Capital Management
|
|
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|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
|
Capital Insight Partners, Llc
|
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|
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|
Louisiana State Employees Retirement System
|
|
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|
Banque de Luxembourg S.A.
|
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|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
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|
|
Norges Bank
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
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|
Portside Wealth Group, LLC
|
|
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|
|
Wedgewood Partners Inc
|
|
|
|
|
|
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A
|
|
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|
|
|
Eqis Capital Management, Inc.
|
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|
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|
Xponance, Inc.
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
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|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
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|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
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|
|
L.m. Kohn & Company
|
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
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|
|
|
Dagco, Inc.
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
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|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Momentum Wealth Planning, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
JETS - ETF Series Solutions - U.S. Global Jets ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
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Quent Capital, LLC
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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Inscription Capital, LLC
|
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|
Chesley Taft & Associates LLC
|
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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|
Sound Income Strategies, LLC
|
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|
Valeo Financial Advisors, LLC
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|
Legal & General Group Plc
|
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Achmea Investment Management B.V.
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
USS Investment Management Ltd
|
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|
Zullo Investment Group, Inc.
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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Childress Capital Advisors, Llc
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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|
DHK Financial Advisors, Inc.
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Cumberland Partners Ltd
|
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Susquehanna International Group, Llp
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Assetmark, Inc
|
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Versor Investments LP
|
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GWM Advisors LLC
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MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
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3Chopt Investment Partners, LLC
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Landscape Capital Management, L.l.c.
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Assenagon Asset Management S.A.
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Ferguson Wellman Capital Management, Inc
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Matrix Trust Co
|
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
V-Square Quantitative Management LLC
|
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Shepherd Financial Partners LLC
|
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DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
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|
Capital Research Global Investors
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Rhumbline Advisers
|
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Highview Capital Management LLC/DE/
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Sigma Planning Corp
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Flossbach Von Storch Ag
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Csenge Advisory Group
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Capital International Investors
|
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Jupiter Asset Management Ltd
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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Fiduciary Family Office, Llc
|
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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Wall Street Access Asset Management, LLC
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Pointe Capital Management LLC
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Victory Capital Management Inc
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Strategy Asset Managers Llc
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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BBR ALO Fund, LLC
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
Crestwood Advisors Group LLC
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
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|
RMR Wealth Builders
|
|
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|
Swedbank AB
|
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Oregon Public Employees Retirement Fund
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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First Financial Corp /in/
|
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|
Brueske Advisory Services, LLC
|
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|
Sabal Trust CO
|
|
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|
United Advisor Group, LLC
|
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|
South Dakota Investment Council
|
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
Asset Management One Co., Ltd.
|
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|
Fort Point Capital Partners LLC
|
|
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|
Dorsey Asset Management, LLC
|
|
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|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
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|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
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|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Rovida Investment Management Ltd
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Ampersand Capital Group, L.P.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
DAVENPORT & Co LLC
|
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|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
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|
Thrivent Financial For Lutherans
|
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Toronto Dominion Bank
|
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W.G. Shaheen & Associates DBA Whitney & Co
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Hudson Value Partners, LLC
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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EBIZ - Global X Funds - Global X E-commerce ETF
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
Marco Investment Management Llc
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Coppell Advisory Solutions LLC
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Shelton Wealth Management, Llc
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Boston Trust Walden Corp
|
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Creative Financial Designs Inc /adv
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
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Accuvest Global Advisors
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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Tiemann Investment Advisors, Llc
|
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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Raiffeisen Bank International AG
|
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Mission Wealth Management, Lp
|
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Prestige Wealth Management Group LLC
|
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Nomura Holdings Inc
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Golden State Wealth Management, LLC
|
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Wealth Management Associates, Inc.
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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Prelude Capital Management, Llc
|
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May Hill Capital, LLC
|
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Transatlantique Private Wealth Llc
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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Intrust Bank Na
|
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Crawford Investment Counsel Inc
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Invesco Qqq Trust, Series 1
|
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|
Wealthcare Advisory Partners LLC
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|
SYM FINANCIAL Corp
|
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Financial Network Wealth Advisors LLC
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Hendershot Investments Inc.
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Hook Mill Capital Partners, LP
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Evanson Asset Management, LLC
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San Luis Wealth Advisors LLC
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West Oak Capital, LLC
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
Shellback Capital, LP
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
Abacus Planning Group, Inc.
|
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|
Ako Capital Llp
|
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LeConte Wealth Management, LLC
|
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|
Lafayette Investments, Inc.
|
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|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Marsico Capital Management Llc
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
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|
Natixis Advisors, L.p.
|
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Venture Visionary Partners LLC
|
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|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
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|
Rokos Capital Management LLP
|
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|
Trust Co Of Oklahoma
|
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|
Franklin Street Advisors Inc /nc
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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|
Ardmore Road Asset Management LP
|
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|
Maia Wealth LLC
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
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|
Walleye Capital LLC
|
|
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|
|
aeris Capital Holding GmbH
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
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|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
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|
|
New Republic Capital, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Crossmark ETF Trust - Crossmark Large Cap Value ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
BAILX - Brown Advisory Funds - Brown Advisory Sustainable International Leaders Fund Institutional Shares
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Pier 88 Investment Partners Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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Bell Investment Advisors, Inc
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HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
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Peak6 Llc
|
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Advisory Services Network, LLC
|
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Procyon Private Wealth Partners, LLC
|
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VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Birinyi Associates Inc
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Key FInancial Inc
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Callahan Advisors, LLC
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Erste Asset Management GmbH
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Ameritas Investment Partners, Inc.
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Catalyst Capital Advisors LLC
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RFG Advisory, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
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Castleark Management Llc
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Nelson Capital Management, LLC
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ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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Schechter Investment Advisors, LLC
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UBS Group AG
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Dock Street Asset Management Inc
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Stony Point Capital LLC
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Sequoia Financial Advisors, LLC
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Haverford Trust Co
|
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Cardiff Park Advisors, Llc
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We Are One Seven, LLC
|
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University Of Chicago
|
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
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Smartleaf Asset Management LLC
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Arkadios Wealth Advisors
|
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Eaton Vance Enhanced Equity Income Fund
|
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Seascape Capital Management
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Garner Asset Management Corp
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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waypoint wealth counsel
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Central Pacific Bank - Trust Division
|
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Aprio Wealth Management, LLC
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Wesbanco Bank Inc
|
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Allianz Asset Management GmbH
|
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Nuveen Multi-Asset Income Fund
|
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Oversea-Chinese Banking CORP Ltd
|
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Essex Savings Bank
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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One Wealth Advisors, LLC
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First United Bank Trust/
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Mount Yale Investment Advisors, LLC
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Harvard Management Co Inc
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PFG Investments, LLC
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Lord, Abbett & Co. Llc
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Northstar Group, Inc.
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Bank Of Nova Scotia Trust Co
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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Mbb Public Markets I Llc
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LexAurum Advisors, LLC
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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Evergreen Private Wealth LLC
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Atomi Financial Group, Inc.
|
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Ti-trust, Inc
|
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Gf Fund Management Co. Ltd.
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Benchstone Capital Management LP
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Voleon Capital Management Lp
|
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TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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|
Capital Analysts, Inc.
|
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DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Westover Capital Advisors, LLC
|
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|
Sagespring Wealth Partners, Llc
|
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One + One Wealth Management, Llc
|
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Wiley Bros.-aintree Capital, Llc
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
Garrett Investment Advisors LLC
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Ballentine Partners, LLC
|
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XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
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|
Ossiam
|
|
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|
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|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
|
Fiera Capital Corp
|
|
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|
|
CIBC Asset Management Inc
|
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|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
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|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
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|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
|
|
Bell Bank
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Weaver Capital Management LLC
|
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|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Bank Of America Corp /de/
|
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|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
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|
|
|
Core Alternative Capital
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Foxhaven Asset Management, LP
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
Penobscot Investment Management Company, Inc.
|
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|
MSH Capital Advisors LLC
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
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|
Cwm, Llc
|
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|
Texas Yale Capital Corp.
|
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|
Cerity Partners LLC
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Total Investment Management Inc
|
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|
Mufg Securities Americas Inc.
|
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Everpar Advisors Llc
|
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Banque Pictet & Cie Sa
|
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PARUS FINANCE (UK) Ltd
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Renaissance Investment Group LLC
|
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
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|
Crosslink Capital Inc
|
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|
LRI Investments, LLC
|
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Capula Management Ltd
|
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IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
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|
Montecito Bank & Trust
|
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|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
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|
BCJ Capital Management, LLC
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
De Burlo Group Inc
|
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Pathstone Holdings, LLC
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
|
Public Employees Retirement Association Of Colorado
|
|
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|
Perigon Wealth Management, LLC
|
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|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
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|
CAPROCK Group, Inc.
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Avantax Advisory Services, Inc.
|
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|
Hardy Reed LLC
|
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Northwestern Mutual Wealth Management Co
|
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|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
Atlantic Trust, LLC
|
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|
Parsons Capital Management Inc/ri
|
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Taylor Hoffman Capital Management LLC
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
|
Binnacle Investments Inc
|
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|
K.J. Harrison & Partners Inc
|
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|
Simplicity Wealth,LLC
|
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Gunderson Capital Management Inc.
|
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Gladstone Institutional Advisory LLC
|
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|
Country Club Bank /gfn
|
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Canton Hathaway, LLC
|
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Ccm Investment Advisers Llc
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Sendero Wealth Management, LLC
|
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Hengistbury Investment Partners LLP
|
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|
Citadel Investment Advisory, Inc.
|
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Wellington Shields Capital Management, LLC
|
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|
Sculati Wealth Management, LLC
|
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Live Oak Private Wealth LLC
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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|
Poinciana Advisors Group, Llc
|
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|
National Pension Service
|
|
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|
Snowden Capital Advisors LLC
|
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|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
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|
|
Guardian Partners Inc.
|
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|
|
Cross Staff Investments Inc
|
|
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|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Metropolis Capital Ltd
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
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|
|
Royal London Asset Management Ltd
|
|
|
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|
|
Sierra Summit Advisors Llc
|
|
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
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|
Ostrum Asset Management
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Capital Wealth Management, Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Fernbridge Capital Management Lp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian International Value VIP Fund
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
AlphaQ Advisors LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
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|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
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|
Aristides Capital LLC
|
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|
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|
Abound Financial, Llc
|
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|
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|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
Seven Mile Advisory
|
|
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|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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S&t Bank/pa
|
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Profund Advisors Llc
|
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FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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|
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|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
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|
ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF
|
|
|
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|
Cetera Investment Advisers
|
|
|
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|
Fifth Third Bancorp
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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|
Private Trust Co Na
|
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PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
|
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|
Crossmark Global Holdings, Inc.
|
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|
Mizuho Securities Usa Llc
|
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|
World Equity Group, Inc.
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CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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Spire Wealth Management
|
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|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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5T Wealth, LLC
|
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Waterloo Capital, L.P.
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IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
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Dnca Finance
|
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FMIJX - FMI FUNDS INC - International Fund Investor Class
|
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Pacific Point Advisors, LLC
|
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Monument Capital Management
|
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VCULX - VALIC Co I - Growth Fund
|
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Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
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ICICI Prudential Asset Management Co Ltd
|
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Mainsail Asset Management, Llc
|
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RBF Capital, LLC
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Keystone Financial Services
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
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Quaker Wealth Management, LLC
|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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Aft, Forsyth & Company, Inc.
|
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Consilio Wealth Advisors, Llc
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Alberta Investment Management Corp
|
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Tortoise Investment Management, LLC
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Diversify Wealth Management, Llc
|
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Credential Securities Inc.
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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West Branch Capital LLC
|
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Steward Partners Investment Advisory, Llc
|
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Cohen & Steers, Inc.
|
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QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
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|
Edgemoor Investment Advisors, Inc.
|
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First Financial Bankshares Inc
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Financial Management Professionals, Inc.
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
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|
Vanderbilt University
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
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|
Mml Investors Services, Llc
|
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|
LOM Asset Management Ltd
|
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|
Salem Investment Counselors Inc
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
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|
|
Quantinno Capital Management LP
|
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|
Gordian Capital Singapore Pte Ltd
|
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|
DT Investment Partners, LLC
|
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|
Country Trust Bank
|
|
|
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|
Kestra Private Wealth Services, Llc
|
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|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
Guggenheim Capital Llc
|
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|
Montag A & Associates Inc
|
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|
Cresset Asset Management, LLC
|
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|
Simplex Trading, Llc
|
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|
Scotia Capital Inc.
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
AlpenGlobal Capital LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
CMC Financial Group
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Rovida Advisors Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Totem Point Management, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Maven Securities LTD
|
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|
Glen Eagle Advisors, LLC
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Kinneret Advisory, LLC
|
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Radnor Capital Management, LLC
|
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|
Longview Partners (Guernsey) LTD
|
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|
Belpointe Asset Management LLC
|
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|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
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|
|
Quadcap Wealth Management, LLC
|
|
|
|
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|
Aptus Capital Advisors, LLC
|
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|
Opal Wealth Advisors, LLC
|
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|
FCG Investment Co
|
|
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|
Highland Capital Management, Llc
|
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
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|
Moody National Bank Trust Division
|
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|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
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Moisand Fitzgerald Tamayo, LLC
|
|
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
Overbrook Management Corp
|
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|
Bestgate Wealth Advisors, LLC
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Howard Capital Management Inc.
|
|
|
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|
Citadel Advisors Llc
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
Guardian Wealth Advisors, Llc / Nc
|
|
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|
Balboa Wealth Partners
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
|
|
Concord Wealth Partners
|
|
|
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|
|
Change Path, LLC
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
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|
|
Lone Pine Capital Llc
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
Thompson Siegel & Walmsley Llc
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
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|
|
Guardcap Asset Management Ltd
|
|
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|
Wsfs Capital Management, Llc
|
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Catalytic Wealth RIA, LLC
|
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Aqr Capital Management Llc
|
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|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
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|
|
Atwood & Palmer Inc
|
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|
Northwest Wealth Management, Llc
|
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|
Glenview Trust Co
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
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|
Stock Yards Bank & Trust Co
|
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Noked Israel Ltd
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
ORR - EA Series Trust - Militia Long/Short Equity ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
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|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
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|
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|
|
Aigen Investment Management, Lp
|
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|
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|
Prudential Financial Inc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
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|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
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|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
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|
Millennium Management Llc
|
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Groupama Asset Managment
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
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|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
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|
Rsm Us Wealth Management Llc
|
|
|
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|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
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|
Perennial Advisors, LLC
|
|
|
|
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|
Empire Life Investments Inc.
|
|
|
|
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
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|
Marathon Asset Mgmt Ltd
|
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|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
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|
Lmcg Investments, Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Prentice Wealth Management LLC
|
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|
|
Meeder Asset Management Inc
|
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|
Charter Trust Co
|
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|
Continuum Advisory, LLC
|
|
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Edgestream Partners, L.P.
|
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|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
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|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Mill Capital Management, LLC
|
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|
Quantum Financial Advisors, LLC
|
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|
Traveka Wealth, LLC
|
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|
Mather Group, Llc.
|
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|
Bernard Wealth Management Corp.
|
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|
Optimum Investment Advisors
|
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|
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Voya Investment Management Llc
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
|
Invst, LLC
|
|
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|
SOA Wealth Advisors, LLC.
|
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|
|
|
|
Wedge Capital Management L L P/nc
|
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|
Jacobi Capital Management LLC
|
|
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|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
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|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
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|
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|
Harbour Capital Advisors, LLC
|
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|
Putnam Fl Investment Management Co
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
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|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
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|
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|
Oak Harvest Investment Services
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
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|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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|
Thompson Investment Management, Inc.
|
|
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|
Treasurer of the State of North Carolina
|
|
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|
|
Empower Advisory Group, LLC
|
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|
Voyager Global Management LP
|
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Applied Finance Capital Management, LLC
|
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|
Kaufman Rossin Wealth, LLC
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
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|
First Bank & Trust
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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|
Wharton Business Group, LLC
|
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|
United Community Bank
|
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|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
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|
Algert Global Llc
|
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|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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|
Mirae Asset Securities (usa) Inc.
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|
Keener Financial Planning LLC
|
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Moneta Group Investment Advisors Llc
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Hickory Asset Management, Inc.
|
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Ci Investments Inc.
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Ellis Investment Partners, LLC
|
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|
Ing Groep Nv
|
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Cascade Financial Partners, LLC
|
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Mutual Of America Capital Management Llc
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Durable Capital Partners LP
|
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|
Motley Fool Asset Management LLC
|
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Profunds - Profund Vp Internet
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
Foster Victor Wealth Advisors, LLC
|
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|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
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Lazard Asset Management Llc
|
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Wolff Wiese Magana Llc
|
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Strengthening Families & Communities, LLC
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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Range Financial Group LLC
|
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PayPay Securities Corp
|
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JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
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|
Copperleaf Capital, LLC
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
Hancock Whitney Corp
|
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Hilltop Holdings Inc.
|
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Novare Capital Management Llc
|
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Volterra Technologies LP
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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Empirical Finance, LLC
|
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
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|
Colonial Trust Advisors
|
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|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
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|
Hosking Partners LLP
|
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|
Gilbert & Cook, Inc.
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Sherbrooke Park Advisers Llc
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Optimist Retirement Group LLC
|
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|
Roble, Belko & Company, Inc
|
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|
First Citizens Bank & Trust Co
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
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|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
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|
|
Sentry Investment Management Llc
|
|
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|
Cornerstone Strategic Value Fund Inc
|
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
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|
St Germain D J Co Inc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
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|
|
Deltec Asset Management Llc
|
|
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|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
FMIFX - FMI FUNDS INC - FMI International Fund II - Currency Unhedged Institutional Class
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Tabor Asset Management, LP
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
TB Capital Gestao de Recursos Ltda.
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
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Patriot Financial Group Insurance Agency, LLC
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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Beacon Financial Group
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
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Cabot Wealth Management Inc
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Personal Cfo Solutions, Llc
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Neville Rodie & Shaw Inc
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
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Family Management Corp
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Tompkins Financial Corp
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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CenterStar Asset Management, LLC
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VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
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Blue Investment Partners LLC
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Principal Securities, Inc.
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Oak Thistle LLC
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Essex Financial Services, Inc.
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Bennett Selby Investments Lp
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Credit Industriel Et Commercial
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JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
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First Heartland Consultants, Inc.
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BTG Pactual Asset Management US LLC
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Acorn Financial Advisory Services Inc /adv
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Brown Brothers Harriman & Co
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Boston Common Asset Management, LLC
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HighPoint Advisor Group LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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Axa S.a.
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NOLCX - Northern Funds - Northern Large Cap Core Fund
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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May Barnhard Investments LLC
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Colonial Trust Co / SC
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
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Navalign, LLC
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Integrity Wealth Solutions LLC
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Integrated Advisors Network LLC
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South Plains Financial, Inc.
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TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
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Mitchell Mcleod Pugh & Williams Inc
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HB Wealth Management, LLC
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Hallmark Capital Management Inc
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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Solstein Capital, LLC
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AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
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Hartford Investment Management Co
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Pitcairn Co
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Barnes Dennig Private Wealth Management LLC
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FT Vest Hedged Equity Income Fund: Series A4
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Private Client Services, Llc
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BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF
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ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
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Advisor OS, LLC
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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Guardian Capital Lp
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Riverbend Wealth Management, LLC
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Transcend Wealth Collective, Llc
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Field & Main Bank
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Eaton Vance Risk-managed Diversified Equity Income Fund
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NewSquare Capital LLC
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Abn Amro Investment Solutions
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ERn Financial, LLC
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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DoubleLine ETF Adviser LP
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
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STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class
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Nemes Rush Group LLC
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Revisor Wealth Management LLC
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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Whalerock Point Partners, Llc
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Brookstone Capital Management
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Paces Ferry Wealth Advisors, Llc
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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Old Second National Bank Of Aurora
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Choate Investment Advisors
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Professional Advisory Services Inc
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
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Patton Fund Management, Inc.
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Riggs Asset Managment Co. Inc.
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Close Asset Management Ltd
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Benchmark Investment Advisors LLC
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Bangor Savings Bank
|
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Alpine Bank Wealth Management
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Persium Advisors, LLC
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
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Fountainhead AM, LLC
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Advisors Asset Management, Inc.
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Old National Bancorp /in/
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Bessemer Group Inc
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Evergreen Capital Management Llc
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AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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New York Life Investment Management Llc
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Wynn Capital, LLC
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Korea Investment CORP
|
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Allen Mooney & Barnes Investment Advisors LLC
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Winthrop Advisory Group LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Icon Wealth Advisors, LLC
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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|
Epoch Investment Partners, Inc.
|
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|
Symphony Financial, Ltd. Co.
|
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|
AlTi Global, Inc.
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Asio Capital, LLC
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
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|
|
|
Pnc Financial Services Group, Inc.
|
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|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
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|
Profunds - Profund Vp Ultrabull
|
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|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
TrimTabs Asset Management, LLC
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Walleye Trading LLC
|
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|
Vanguard Group Inc
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
Metis Global Partners, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Siemens Fonds Invest GmbH
|
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|
Qrg Capital Management, Inc.
|
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|
Evermay Wealth Management Llc
|
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RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Boit C F David
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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|
Point72 Asset Management, L.P.
|
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|
Liberty All Star Equity Fund
|
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|
Arlington Trust Co LLC
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|
Legacy Private Trust Co.
|
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|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
Alkeon Capital Management Llc
|
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|
Transform Wealth, LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Smithbridge Asset Management Inc/de
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
|
Adviser Investments LLC
|
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|
Pallas Capital Advisors LLC
|
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|
Aspen Grove Capital, LLC
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Payden & Rygel
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
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|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
Kendall Capital Management
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
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|
|
WP Advisors, LLC
|
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|
Harbour Investments, Inc.
|
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|
Mogy Joel R Investment Counsel Inc
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
ABN AMRO Bank N.V.
|
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|
Profunds - Profund Vp Nasdaq-100
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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|
Bristlecone Advisors, LLC
|
|
|
|
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|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
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|
Simmons Bank
|
|
|
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
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|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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CIBC World Markets Inc.
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Macquarie Group Ltd
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
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Nuveen, LLC
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Smith Group Asset Management, LLC
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Ameritas Advisory Services, LLC
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HHM Wealth Advisors, LLC
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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State Of Michigan Retirement System
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Focus Financial Network, Inc.
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NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
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Occidental Asset Management, LLC
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IMG Wealth Management, Inc.
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Capital International Sarl
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J.w. Cole Advisors, Inc.
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Standard Life Aberdeen plc
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VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
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Albion Financial Group /ut
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Checchi Capital Advisers, LLC
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