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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
|
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
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|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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|
Xponance, Inc.
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Capstone Investment Advisors, Llc
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
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|
Caption Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
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|
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|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
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|
HAP Trading, LLC
|
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|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
Summit Wealth & Retirement Planning, Inc.
|
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Mizuho Securities Usa Llc
|
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Summit X, LLC
|
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DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Oxler Private Wealth LLC
|
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|
Webster Bank, N. A.
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Savvy Advisors, Inc.
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Wealth Enhancement Advisory Services, Llc
|
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Horizon Financial Services, Llc
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
CIBC Asset Management Inc
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
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|
North Capital, Inc.
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Generate Investment Management Ltd
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MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
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Ossiam
|
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Clear Street Markets Llc
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
Fisher Asset Management, LLC
|
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Key FInancial Inc
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
Valley National Advisers Inc
|
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Level Four Advisory Services, Llc
|
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BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
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Oakmont Corp
|
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Schonfeld Strategic Advisors LLC
|
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JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
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|
Compagnie Lombard Odier SCmA
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
GFG Capital, LLC
|
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|
Econ Financial Services Corp
|
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Cubist Systematic Strategies, LLC
|
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|
Golden State Wealth Management, LLC
|
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|
Hallmark Capital Management Inc
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Bank Of America Corp /de/
|
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TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
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|
Evanson Asset Management, LLC
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Pinnacle Bancorp, Inc.
|
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|
Whittier Trust Co
|
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EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
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|
Greenleaf Trust
|
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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National Asset Management, Inc.
|
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HHM Wealth Advisors, LLC
|
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|
Spire Wealth Management
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Atlantic Union Bankshares Corp
|
|
|
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|
Cable Hill Partners, LLC
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
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|
|
Fluent Financial, LLC
|
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|
Sarasin & Partners LLP
|
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|
Private Advisor Group, LLC
|
|
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
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|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
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|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
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Nemes Rush Group LLC
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Empowered Funds, LLC
|
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Community Trust & Investment Co
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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LFA - Lugano Financial Advisors SA
|
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Prudent Man Advisors, LLC
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Hager Investment Management Services, Llc
|
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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Jones Financial Companies Lllp
|
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CX Institutional
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Gamco Investors, Inc. Et Al
|
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Spdr S&p 500 Etf Trust
|
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|
Alpine Bank Wealth Management
|
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West Oak Capital, LLC
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Field & Main Bank
|
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DHJJ Financial Advisors, Ltd.
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Farther Finance Advisors, LLC
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United Advisor Group, LLC
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Sagespring Wealth Partners, Llc
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
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|
Royal Bank Of Canada
|
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Avestar Capital, LLC
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Transform Wealth, LLC
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Vestmark Advisory Solutions, Inc.
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Conning Inc.
|
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Tudor Investment Corp Et Al
|
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Beese Fulmer Investment Management, Inc.
|
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Valmark Advisers, Inc.
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Perennial Advisors, LLC
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
Kestra Investment Management, LLC
|
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DAVENPORT & Co LLC
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Pershing Square Capital Management, L.P.
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Impact Asset Management GmbH
|
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Woodward Diversified Capital, Llc
|
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New York State Common Retirement Fund
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Ocean Capital Management, LLC
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Triad Wealth Partners, LLC
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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Badgley Phelps Wealth Managers, LLC
|
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PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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|
HighMark Wealth Management LLC
|
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GeoWealth Management, LLC
|
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United Capital Financial Advisers, Llc
|
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EP Wealth Advisors, Inc.
|
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SBI Securities Co., Ltd.
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
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Westside Investment Management, Inc.
|
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VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
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Forte Capital Llc /adv
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Prospera Financial Services Inc
|
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Smith Anglin Financial, LLC
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
CWA Asset Management Group, LLC
|
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Synergy Financial Group, LTD
|
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NRI Wealth Management LC
|
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TOWER TRUST & INVESTMENT Co
|
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|
Tru Independence Asset Management 2, Llc
|
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CoreCap Advisors, LLC
|
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LPL Financial LLC
|
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Grandfield & Dodd, Llc
|
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St Germain D J Co Inc
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Keystone Financial Group
|
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|
Cullen Investment Group, Ltd.
|
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|
AlpenGlobal Capital LLC
|
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|
Center for Financial Planning, Inc.
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Corient IA LLC
|
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|
Tranquility Partners, LLC
|
|
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|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
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Banco Santander, S.A.
|
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CENTRAL TRUST Co
|
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|
Hilltop Holdings Inc.
|
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|
Standard Life Aberdeen plc
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
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|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
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|
Fortis Group Advisors, LLC
|
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|
Chapman Investment Management, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Nicolet Advisory Services, Llc
|
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|
Harbour Capital Advisors, LLC
|
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|
Thrivent Financial For Lutherans
|
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|
Crewe Advisors LLC
|
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Calamos Strategic Total Return Fund
|
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|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
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|
RMB Capital Management, LLC
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MILN - Global X Funds - Global X Millennials Thematic ETF
|
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BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
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Park National Corp /oh/
|
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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Carderock Capital Management Inc
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Burkett Financial Services, Llc
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Thoma Capital Management LLC
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
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|
Moody National Bank Trust Division
|
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|
Public Employees Retirement System Of Ohio
|
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|
Winch Advisory Services, LLC
|
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|
Night Squared LP
|
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Steward Partners Investment Advisory, Llc
|
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Davidson Kempner Capital Management Lp
|
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Carr Financial Group Corp
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Palogic Value Management, L.P.
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Two Creeks Capital Management, LP
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Hartford Investment Management Co
|
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GHP Investment Advisors, Inc.
|
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Lifestyle Asset Management, Inc.
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Symphony Financial, Ltd. Co.
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Archer Investment Corp
|
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Bare Financial Services, Inc
|
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Keybank National Association/oh
|
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SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Bank OZK
|
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National Pension Service
|
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MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
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|
M&t Bank Corp
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Onefund, Llc
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Natixis Advisors, L.p.
|
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United Asset Strategies, Inc.
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
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|
|
|
T. Rowe Price Investment Management, Inc.
|
|
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|
Pacer Advisors, Inc.
|
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|
HB Wealth Management, LLC
|
|
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|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
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|
Nautilus Advisors LLC
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
|
Vantage Investment Partners, LLC
|
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Wd Rutherford Llc
|
|
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|
State Of Michigan Retirement System
|
|
|
|
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|
EPG Wealth Management LLC
|
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
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|
Comerica Bank
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
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|
International Assets Investment Management, Llc
|
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|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
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|
|
|
NewEdge Wealth, LLC
|
|
|
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|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
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|
Traynor Capital Management, Inc.
|
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|
Rosenberg Matthew Hamilton
|
|
|
|
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|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
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|
|
Resources Management Corp /ct/ /adv
|
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|
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|
New Hampshire Trust
|
|
|
|
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|
Titleist Asset Management, Llc
|
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|
Nuveen, LLC
|
|
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|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
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|
Pitcairn Co
|
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|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Duncker Streett & Co Inc
|
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|
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|
WPG Advisers, LLC
|
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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 World Index Fund (I)
|
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|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
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|
Tower Research Capital LLC (TRC)
|
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|
Bennett Selby Investments Lp
|
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Wolff Wiese Magana Llc
|
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Twin Tree Management, LP
|
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|
Bleakley Financial Group, LLC
|
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|
Everence Capital Management Inc
|
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|
Wealth Management Associates, Inc.
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
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|
Confluence Wealth Services, Inc.
|
|
|
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|
Indiana Trust & Investment Management CO
|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
|
Financial Council Asset Management Inc
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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Profunds - Profund Vp Large-cap Growth
|
|
|
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|
BlackRock, Inc.
|
|
|
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|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
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|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
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|
Proffitt & Goodson Inc
|
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|
|
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|
Washington Trust Advisors, Inc.
|
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|
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|
Aqr Capital Management Llc
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
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|
Rafferty Asset Management, LLC
|
|
|
|
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|
Truist Financial Corp
|
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
BEAM Asset Management, LLC
|
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|
Guggenheim Capital Llc
|
|
|
|
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|
Motco
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
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|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Costello Asset Management, INC
|
|
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|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Capital Wealth Management, Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Cypress Funds Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
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|
|
Quantinno Capital Management LP
|
|
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|
|
Umpqua Bank
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
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|
|
|
|
Interval Partners, LP
|
|
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|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
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|
Ingalls & Snyder Llc
|
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|
|
|
|
CI Private Wealth, LLC
|
|
|
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|
|
Korea Investment CORP
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
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|
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|
|
Financial Insights, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
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|
|
Avion Wealth
|
|
|
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|
OMERS ADMINISTRATION Corp
|
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|
|
Congress Asset Management Co /ma
|
|
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|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
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|
|
Avanza Fonder AB
|
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|
|
Gabelli Equity Trust Inc
|
|
|
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|
|
Mechanics Financial Corp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
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GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
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|
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|
Colony Group, LLC
|
|
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|
|
Ostrum Asset Management
|
|
|
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|
|
Roble, Belko & Company, Inc
|
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|
Quadrature Capital Ltd
|
|
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|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
Klingman & Associates, LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
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|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Tobam
|
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MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
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|
Bnp Paribas
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Bnp Paribas Arbitrage, Sa
|
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State Of Wisconsin Investment Board
|
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Parallel Advisors, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
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Hodges Capital Management Inc.
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TFC Financial Management
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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L.m. Kohn & Company
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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Profunds - Profund Vp Ultrabull
|
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YANKCOM Partnership
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Stifel Financial Corp
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Assenagon Asset Management S.A.
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Cullen/frost Bankers, Inc.
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Capital Group Private Client Services, Inc.
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Pinnacle Associates Ltd
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CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
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Verus Capital Partners, Llc
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Fourth Dimension Wealth, LLC
|
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Global Retirement Partners, LLC
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Atria Wealth Solutions, Inc.
|
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Gladstone Institutional Advisory LLC
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Foster Victor Wealth Advisors, LLC
|
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Integrated Wealth Concepts LLC
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
First Horizon Advisors, Inc.
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Fjell Capital, LLC
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
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DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
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|
REAP Financial Group, LLC
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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|
AdvisorNet Financial, Inc
|
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TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
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Park Avenue Securities Llc
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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D. E. Shaw & Co., Inc.
|
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Eqis Capital Management, Inc.
|
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Venture Visionary Partners LLC
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
Cornerstone Planning Group LLC
|
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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True Wealth Design, LLC
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
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|
Cadinha & Co Llc
|
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|
Cyndeo Wealth Partners, LLC
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
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|
Iron Horse Wealth Management, LLC
|
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|
Tower View Investment Management & Research LLC
|
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NEOS Investment Management LLC
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
Colonial Trust Advisors
|
|
|
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
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|
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|
TCTC Holdings, LLC
|
|
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|
Founders Financial Securities Llc
|
|
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|
Cypress Capital Group
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
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|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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|
Proathlete Wealth Management Llc
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|
Curio Wealth, Llc
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Lockheed Martin Investment Management Co
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Cornerstone Enterprises, Llc
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|
Your Advocates Ltd., LLP
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
Lighthouse Investment Partners, LLC
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Allianz Asset Management GmbH
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Dana Investment Advisors, Inc.
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Lido Advisors, LLC
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Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
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|
Piscataqua Savings Bank
|
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DRW Securities, LLC
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Francis Financial, Inc.
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Fortis Capital Management LLC
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Fairfield, Bush & Co.
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SummitTX Capital, L.P.
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JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Manchester Capital Management LLC
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
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|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
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Mjp Associates Inc /adv
|
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Wellington Management Group Llp
|
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Mercer Global Advisors Inc /adv
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Dagco, Inc.
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Mission Wealth Management, Lp
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Strategic Investment Solutions, Inc. /IL
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First Financial Corp /in/
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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MASTERINVEST Kapitalanlage GmbH
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
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|
Sepio Capital, LP
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Horizon Investments, LLC
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Prudential Plc
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Essex Financial Services, Inc.
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Crown Advisors Management, Inc.
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Marietta Wealth Management, LLC
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Creative Financial Designs Inc /adv
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Sterling Capital Management LLC
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Revolve Wealth Partners, LLC
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Redwood Investments, LLC
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Brevan Howard Capital Management LP
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Sowell Financial Services LLC
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BTC Capital Management, Inc.
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Circle Wealth Management, LLC
|
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Banque Transatlantique SA
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Westerkirk Capital Inc.
|
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MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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|
Blue Fin Capital, Inc.
|
|
|
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|
Principal Street Partners, LLC
|
|
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|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
|
|
|
Commonwealth Equity Services, Llc
|
|
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|
Sivia Capital Partners, LLC
|
|
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|
National Bank Of Canada /fi/
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
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|
|
Oak Ridge Investments Llc
|
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|
Ballast Advisors Llc
|
|
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|
Investment Research & Advisory Group, Inc.
|
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|
Sequoia Financial Advisors, LLC
|
|
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|
Retirement Systems of Alabama
|
|
|
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|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
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|
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|
|
KBC Group NV
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
City Holding Co
|
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Chung Wu Investment Group, LLC
|
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Balentine LLC
|
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Activest Wealth Management
|
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Fielder Capital Group LLC
|
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WealthTrak Capital Management LLC
|
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Natural Investments, Llc
|
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|
State of Alaska, Department of Revenue
|
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Optas, LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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Redwood Financial Network Corp
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Voya Investment Management Llc
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Tyler-Stone Wealth Management
|
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Graypoint LLC
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L2 Asset Management, LLC
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Bramshill Investments, LLC
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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Aviva Plc
|
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Clune & Associates, Ltd.
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
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Armstrong Advisory Group, Inc
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LGT Fund Management Co Ltd.
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Ascent Group, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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Holos Integrated Wealth LLC
|
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Resona Asset Management Co.,Ltd.
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Ashton Thomas Securities, Llc
|
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MCF Advisors LLC
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Simplex Trading, Llc
|
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Country Trust Bank
|
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Colonial Trust Co / SC
|
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Hollencrest Capital Management
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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Quest Partners LLC
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Td Asset Management Inc
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Nvwm, Llc
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Oakworth Capital, Inc.
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Boyd Watterson Asset Management Llc/oh
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Princeton Global Asset Management LLC
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Cedar Mountain Advisors, LLC
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Marshall Wace, Llp
|
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Whalen Wealth Management Inc.
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Arrowstreet Capital, Limited Partnership
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Ransom Advisory, Ltd
|
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Silvercrest Asset Management Group Llc
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
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AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
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|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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|
Schechter Investment Advisors, LLC
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Employees Retirement System of Texas
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
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|
Principal Securities, Inc.
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
Strategy Asset Managers Llc
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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USS Investment Management Ltd
|
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Parnassus Investments /ca
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
Ieq Capital, Llc
|
|
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|
SRS Capital Advisors, Inc.
|
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
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|
Dakota Wealth Management
|
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
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|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
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|
|
|
Moloney Securities Asset Management, LLC
|
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|
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|
|
iA Global Asset Management Inc.
|
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|
|
Kilter Group LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
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|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
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State of Wyoming
|
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Volterra Technologies LP
|
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BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Cornerstone Total Return Fund Inc
|
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NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
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|
Gagnon Securities Llc
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Perpetual Ltd
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Capital Management Associates, Inc
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|
Harbour Investments, Inc.
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
West Bancorporation Inc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Centaurus Financial, Inc.
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Legacy Capital Wealth Partners, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
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|
Boothbay Fund Management, Llc
|
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|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
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|
Integrated Advisors Network LLC
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
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|
Family Legacy Financial Solutions, LLC
|
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|
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|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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|
Stock Yards Bank & Trust Co
|
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Y.D. More Investments Ltd
|
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Gilder Gagnon Howe & Co Llc
|
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Louisiana State Employees Retirement System
|
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|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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|
Capitolis Liquid Global Markets LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
Alberta Investment Management Corp
|
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Delta Asset Management Llc/tn
|
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Twin Capital Management Inc
|
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Ipswich Investment Management Co., Inc.
|
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DekaBank Deutsche Girozentrale
|
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Wexford Capital Lp
|
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Azimuth Capital Investment Management LLC
|
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SG Americas Securities, LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
Commerce Bank
|
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|
Banque Cantonale Vaudoise
|
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Savoir Faire Capital Management, L.P.
|
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Prasad Wealth Partners, LLC
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
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|
Pittenger & Anderson Inc
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
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|
Kingsview Wealth Management, LLC
|
|
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|
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|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
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|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Leeward Financial Partners, LLC
|
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|
Acap Strategic Fund
|
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|
Carroll Investors, Inc
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
CAPROCK Group, Inc.
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Alyeska Investment Group, L.P.
|
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|
Axxcess Wealth Management, Llc
|
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|
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|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
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|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
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|
Stone House Investment Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
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|
SJS Investment Consulting Inc.
|
|
|
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
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|
Bridgewater Advisors Inc.
|
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Valicenti Advisory Services Inc
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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|
Treasurer of the State of North Carolina
|
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|
Procyon Private Wealth Partners, LLC
|
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|
Cherry Creek Investment Advisors, Inc.
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Cynosure Management, Llc
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
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|
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|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
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|
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|
Richard W. Paul & Associates, LLC
|
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
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|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
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|
Scientech Research LLC
|
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|
J.w. Cole Advisors, Inc.
|
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
Capital Advisors Inc/ok
|
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Federated Hermes, Inc.
|
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CIBC Private Wealth Group, LLC
|
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|
DLK Investment Management, LLC
|
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|
Northern Financial Advisors Inc
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Baird Financial Group, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
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|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Wealth Group, Ltd.
|
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Consultiva Wealth Management, Corp.
|
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|
Leibman Financial Services, Inc.
|
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DecisionPoint Financial, LLC
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Bell Investment Advisors, Inc
|
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|
Canton Hathaway, LLC
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Heritage Investors Management Corp
|
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Nova Wealth Management, Inc.
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
GP Brinson Investments LLC
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Lyell Wealth Management, Lp
|
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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|
Credit Agricole S A
|
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|
Kestra Private Wealth Services, Llc
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
New Age Alpha Advisors, LLC
|
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|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
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|
|
Core Alternative Capital
|
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|
CLARET ASSET MANAGEMENT Corp
|
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Hrt Financial Lp
|
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|
Townsquare Capital Llc
|
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|
Kozak & Associates, Inc.
|
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|
Boltwood Capital Management
|
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|
Atomi Financial Group, Inc.
|
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LeClair Wealth Partners LLC
|
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Edmond De Rothschild Holding S.a.
|
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Roanoke Asset Management Corp/ Ny
|
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Kingswood Wealth Advisors, Llc
|
|
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|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
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|
|
|
Fortitude Family Office, LLC
|
|
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|
Tufton Capital Management
|
|
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|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
|
|
|
Mml Investors Services, Llc
|
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|
Northern Trust Corp
|
|
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|
Point72 (DIFC) Ltd
|
|
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|
First Citizens Bank & Trust Co
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
Barclays Plc
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Shaker Financial Services, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
White Wing Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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Embree Financial Group
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Assetmark, Inc
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Choate Investment Advisors
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
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Financial Advisors Network, Inc.
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Ing Groep Nv
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Vise Technologies, Inc.
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Cary Street Partners Financial Llc
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