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Cladis Investment Advisory, LLC
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Horizon Financial Services, Llc
|
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Lebenthal Global Advisors, LLC
|
|
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
TD Capital Management LLC
|
|
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|
One Wealth Advisors, LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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|
Safeguard Investment Advisory Group, LLC
|
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|
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
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|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
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|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
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Kovack Advisors, Inc.
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Vanguard Group Inc
|
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JustInvest LLC
|
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Sage Capital Advisors,llc
|
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ANTIPODES PARTNERS Ltd
|
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|
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Zweig-DiMenna Associates LLC
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
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|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Sunbelt Securities, Inc.
|
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EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
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|
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
Rheos Capital Works Inc.
|
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Varma Mutual Pension Insurance Co
|
|
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|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
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Nissay Asset Management Corp /japan/ /adv
|
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Banque Transatlantique SA
|
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Quintet Private Bank (Europe) S.A.
|
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|
Merrion Investment Management Co, LLC
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
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|
Chicago Capital, LLC
|
|
|
|
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|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
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|
Howard Capital Management Inc.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
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|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
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|
Everhart Financial Group, Inc.
|
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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|
Northwest Bancshares, Inc.
|
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|
Cheviot Value Management, LLC
|
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Premier Path Wealth Partners, LLC
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
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|
FineMark National Bank & Trust
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
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|
|
Treasurer of the State of North Carolina
|
|
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|
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|
Commerce Bank
|
|
|
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|
Saudi Central Bank
|
|
|
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|
Xponance, Inc.
|
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Versant Capital Management, Inc
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
NWF Advisory Services Inc.
|
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|
Pingora Partners LLC
|
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|
Choate Investment Advisors
|
|
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|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
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|
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|
Boston Private Wealth Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
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|
|
Orbis Allan Gray Ltd
|
|
|
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|
|
M & L Capital Management Ltd
|
|
|
|
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|
Pictet North America Advisors SA
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Hansen & Associates Financial Group, Inc.
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
First National Trust Co
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
|
LPL Financial LLC
|
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|
Corundum Group, Inc.
|
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|
EMC Capital Management
|
|
|
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|
Orca Wealth Management, LLC
|
|
|
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
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|
Apriem Advisors
|
|
|
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|
Islay Capital Management, Llc
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
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|
AustralianSuper Pty Ltd
|
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|
|
Nemes Rush Group LLC
|
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|
Creative Capital Management Investments LLC
|
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|
Key FInancial Inc
|
|
|
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|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
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|
National Pension Service
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
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|
DecisionPoint Financial, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
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|
|
|
Sit Investment Associates Inc
|
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|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
|
|
|
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|
|
Clarity Capital Partners LLC
|
|
|
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|
Cedar Mountain Advisors, LLC
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
First Trust Advisors Lp
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Clal Insurance Enterprises Holdings Ltd
|
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|
ICONIQ Capital, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Axxcess Wealth Management, Llc
|
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|
Easterly Investment Partners Llc
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
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|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
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|
Gf Fund Management Co. Ltd.
|
|
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|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
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|
Harvey Capital Management Inc
|
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|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
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|
|
|
Private Wealth Partners, LLC
|
|
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|
Hm Payson & Co
|
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
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|
|
|
Fairtree Asset Management (Pty) Ltd
|
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|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
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|
Generali Asset Management SPA SGR
|
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|
Columbia Asset Management
|
|
|
|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
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|
|
JSF Financial, LLC
|
|
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|
Well Done, LLC
|
|
|
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|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
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|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Fund 1 Investments, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Highland Peak Capital, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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|
Charles Schwab Investment Management Inc
|
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|
German American Bancorp, Inc.
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Creekmur Asset Management LLC
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CGC Financial Services, LLC
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1832 Asset Management L.P.
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Wexford Capital Lp
|
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GFG Capital, LLC
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Northwestern Mutual Wealth Management Co
|
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Fox Run Management, L.l.c.
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
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Brookstone Capital Management
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Main Street Group, LTD
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CWC Advisors, LLC.
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Tradition Wealth Management, LLC
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Aviso Wealth Management
|
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Bristlecone Advisors, LLC
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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BlackRock Capital Allocation Trust
|
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Full Sail Capital, LLC
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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Navis Wealth Advisors, LLC
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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URTH - iShares, Inc. - iShares MSCI World ETF
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
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Hughes Financial Services, LLC
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NEOS Investment Management LLC
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Hidden Lake Asset Management LP
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Wellington Management Group Llp
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CBIZ Investment Advisory Services, LLC
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
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Ckw Financial Group
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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CVA Family Office, LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
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Vanguard Capital Wealth Advisors
|
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KBC Group NV
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Rafferty Asset Management, LLC
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
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Zacks Investment Management
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Goodman Advisory Group, LLC
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FSA Wealth Management LLC
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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Chelsea Counsel Co
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Boyd Watterson Asset Management Llc/oh
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Waddell & Associates, Llc
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MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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APG Asset Management N.V.
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Webster Bank, N. A.
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Crake Asset Management LLP
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Edgestream Partners, L.P.
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Ancora Advisors, LLC
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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Doliver Advisors, Lp
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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Empire Life Investments Inc.
|
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Strategic Investment Solutions, Inc. /IL
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Gabelli Equity Trust Inc
|
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ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
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|
Daiwa Securities Group Inc.
|
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Taylor Hoffman Capital Management LLC
|
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Intact Investment Management Inc.
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Trexquant Investment LP
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Asset Management One Co., Ltd.
|
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Adviser Investments LLC
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
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|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
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|
Soviero Asset Management, LP
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
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|
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|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
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|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
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|
|
NewEdge Wealth, LLC
|
|
|
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|
|
Peoples Bank /oh
|
|
|
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|
Nkcfo Llc
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Summit Street Capital Management, LLC
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
TB Alternative Assets Ltd.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
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|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Aquamarine Zurich AG
|
|
|
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|
|
TBH Global Asset Management, LLC
|
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|
Allspring Global Investments Holdings, LLC
|
|
|
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|
Stance Capital Llc
|
|
|
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|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
MUU - Direxion Shares ETF Trust - Direxion Daily MU Bull 2X Shares
|
|
|
|
|
|
VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
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|
Cary Street Partners Financial Llc
|
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|
Itau Unibanco Holding S.A.
|
|
|
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|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
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|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
|
Russell Investments Group, Ltd.
|
|
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|
|
Kennebec Savings Bank
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
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|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Allianz Se
|
|
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|
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|
Handelsbanken Fonder AB
|
|
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|
La Banque Postale Asset Management SA
|
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|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
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|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
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|
DnB Asset Management AS
|
|
|
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|
|
Two Sigma Investments, Lp
|
|
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|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
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|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Infinitum Asset Management, Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Win Advisors, Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Crosslink Capital Inc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Formula Growth Ltd
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
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|
|
First Manhattan Co
|
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|
Mesirow Financial Investment Management, Inc.
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
Strategic Blueprint, LLC
|
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|
Global Wealth Strategies & Associates
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
Trust Co
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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|
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|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
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|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
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|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Kestra Investment Management, LLC
|
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|
Advisors Asset Management, Inc.
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Sanibel Captiva Trust Company, Inc.
|
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Summit X, LLC
|
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|
Eastern Bank
|
|
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EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
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|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
Howe & Rusling Inc
|
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Robbins Farley Llc
|
|
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Greenland Capital Management LP
|
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Activest Wealth Management
|
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Ameliora Wealth Management Ltd.
|
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Glynn Capital Management Llc
|
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Midwest Professional Planners, LTD.
|
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First Citizens Bank & Trust Co
|
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RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
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|
BlueCrest Capital Management Ltd
|
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Calamos Strategic Total Return Fund
|
|
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
Waratah Capital Advisors Ltd.
|
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CWA Asset Management Group, LLC
|
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Northern Financial Advisors Inc
|
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Davidson Capital Management Inc.
|
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Southeast Asset Advisors Inc.
|
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Deroy & Devereaux Private Investment Counsel Inc
|
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Chicago Partners Investment Group LLC
|
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|
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|
|
Maj Invest Holding A/S
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
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|
|
CRA Financial Services, LLC
|
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|
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|
|
Quent Capital, LLC
|
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|
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|
Fortitude Family Office, LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
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|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
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|
|
Advisory Services Network, LLC
|
|
|
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|
|
Optiver Holding B.V.
|
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
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|
|
MAI Capital Management
|
|
|
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|
Lecap Asset Management Ltd
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
EMSF - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Sustainable Future Active ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
AUERX - Unified Series Trust - Auer Growth Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Clearbridge Investments, LLC
|
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|
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|
Farther Finance Advisors, LLC
|
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|
PayPay Securities Corp
|
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|
Sovereign Financial Group, Inc.
|
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|
Simmons Bank
|
|
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|
Profund Advisors Llc
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
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|
Integrity Alliance, Llc.
|
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|
Verus Capital Partners, Llc
|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
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|
Richardson Financial Services Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
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|
Group One Trading, L.p.
|
|
|
|
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|
Ingalls & Snyder Llc
|
|
|
|
|
|
Legal & General Group Plc
|
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|
New Millennium Group LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
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|
Journey Strategic Wealth Llc
|
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|
Y.D. More Investments Ltd
|
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|
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|
CAPROCK Group, Inc.
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
BLKBRD Asset Management, LP
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Valueworks Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Black Maple Capital Management LP
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
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Capital Research Global Investors
|
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Mackenzie Financial Corp
|
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Principia Wealth Advisory, LLC
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Ing Groep Nv
|
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Roble, Belko & Company, Inc
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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King Luther Capital Management Corp
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SkyOak Wealth, LLC
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Fortitude Advisory Group L.L.C.
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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Mindset Wealth Management, Llc
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Garden State Investment Advisory Services LLC
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Round Rock Advisors, LLC
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Capitolis Liquid Global Markets LLC
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Cwm, Llc
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Means Investment Co., Inc.
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Abound Wealth Management
|
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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NRI Wealth Management LC
|
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Td Private Client Wealth Llc
|
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NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
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Chemistry Wealth Management LLC
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Red Wave Investments LLC
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Alphadyne Asset Management, LLC
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Acadian Asset Management Llc
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Apollon Wealth Management, LLC
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
AMF Pensionsforsakring AB
|
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Howard Hughes Medical Institute
|
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Keel Point, LLC
|
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Donald Smith & Co., Inc.
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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EverSource Wealth Advisors, LLC
|
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Q Fund Management (Hong Kong) Ltd
|
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Woodline Partners LP
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Wolverine Asset Management Llc
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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Goldman Sachs Group Inc
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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Legacy Bridge, LLC
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Bare Financial Services, Inc
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Tsfg, Llc
|
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Sound Income Strategies, LLC
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VestGen Advisors, LLC
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Snowden Capital Advisors LLC
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Byrne Asset Management LLC
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SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
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State of Alaska, Department of Revenue
|
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Bnp Paribas
|
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Bokf, Na
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
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ORG Partners LLC
|
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Mcdaniel Terry & Co
|
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Ensign Peak Advisors, Inc
|
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Hancock Whitney Corp
|
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Cornerstone Advisors, LLC
|
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Gabelli Dividend & Income Trust
|
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Credit Capital Investments LLC
|
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Knights of Columbus Asset Advisors LLC
|
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Valeo Financial Advisors, LLC
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
Heritage Wealth Management, Inc.
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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|
Csenge Advisory Group
|
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Lazard Asset Management Llc
|
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Fulcrum Asset Management LLP
|
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GPS Wealth Strategies Group, LLC
|
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Sawgrass Asset Management Llc
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Smart Portfolios, LLC
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
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|
Sonora Investment Management Group, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
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|
Brown Advisory Inc
|
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|
Yousif Capital Management, Llc
|
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|
Beech Hill Advisors, Inc.
|
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|
UG Investment Advisers Ltd.
|
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|
Empirical Finance, LLC
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
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|
Kempner Capital Management Inc.
|
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|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Spectrum Financial Alliance Ltd LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
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Xcel Wealth Management, LLC
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
HBK Sorce Advisory LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Tounjian Advisory Partners, Llc
|
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|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Nuveen, LLC
|
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|
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|
Cibc World Markets Corp
|
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|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
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|
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|
Koshinski Asset Management, Inc.
|
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|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Crewe Advisors LLC
|
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|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
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|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Peak Financial Advisors Llc
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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CloudAlpha Capital Management Limited/Hong Kong
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
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|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
Hohimer Wealth Management, Llc
|
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Atria Investments Llc
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
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|
Penserra Capital Management LLC
|
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|
Seven Mile Advisory
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
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|
Private Trust Co Na
|
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|
Bell Investment Advisors, Inc
|
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Gryphon Financial Partners LLC
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Arkadios Wealth Advisors
|
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|
Maven Securities LTD
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
K2 Principal Fund, L.p.
|
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Quantinno Capital Management LP
|
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Asset Management Advisors, LLC
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|
Gwn Securities Inc.
|
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Rakuten Investment Management, Inc.
|
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High Note Wealth, LLC
|
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Brown, Lisle/cummings, Inc.
|
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Oak Thistle LLC
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Grand Alliance Asset Management Ltd
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|
Platinum Investment Management Ltd
|
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Investment Partners, Ltd.
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Court Place Advisors, LLC
|
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Bell Bank
|
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|
True Wealth Design, LLC
|
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|
Core Alternative Capital
|
|
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|
WealthPLAN Partners, LLC
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
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|
Savoie Capital LLC
|
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|
Private Advisor Group, LLC
|
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|
Capital Investment Advisors, LLC
|
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|
Arvest Bank Trust Division
|
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Quarry LP
|
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|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
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|
Concord Wealth Partners
|
|
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|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
Dakota Wealth Management
|
|
|
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|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
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|
Insight Advisors, LLC/ PA
|
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|
Richard W. Paul & Associates, LLC
|
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|
Glenmede Trust Co Na
|
|
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|
KPP Advisory Services LLC
|
|
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|
Thoroughbred Financial Services, Llc
|
|
|
|
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|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
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|
|
Mutual Of America Capital Management Llc
|
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|
CX Institutional
|
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
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|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
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|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Totem Point Management, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Warberg Asset Management LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Herald Investment Management Ltd
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Loup Funds, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
WealthTrust Axiom LLC
|
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|
Tocqueville Asset Management L.p.
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|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
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|
Strengthening Families & Communities, LLC
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|
Utah Retirement Systems
|
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|
Founders Capital Management
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Roxbury Financial LLC
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|
Los Angeles Capital Management Llc
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|
Voya Investment Management Llc
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Continuum Advisory, LLC
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|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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|
N.E.W. Advisory Services LLC
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
Private Wealth Asset Management, LLC
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|
Logan Capital Management Inc
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|
Legacy Investment Solutions, LLC
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Guardian Wealth Advisors, Llc / Nc
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|
NorthRock Partners, LLC
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Bourgeon Capital Management Llc
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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|
Ritholtz Wealth Management
|
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Citigroup Inc
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
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|
Hallmark Capital Management Inc
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GWM Advisors LLC
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Vermillion Wealth Management, Inc.
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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First Financial Corp /in/
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AE Wealth Management LLC
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Rsm Us Wealth Management Llc
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Ogorek Anthony Joseph /ny/ /adv
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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BOCHK Asset Management Ltd
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Sunflower Bank, N.A.
|
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Walleye Capital LLC
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Matthews International Capital Management Llc
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Raymond James Financial Inc
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MQS Management LLC
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
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|
Private Advisory Group LLC
|
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|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
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|
Moser Wealth Advisors, LLC
|
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SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Marathon Capital Management
|
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RW Investment Management LLC
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Pinnacle Financial Partners Inc
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Pacifica Partners Inc.
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Garda Capital Partners Lp
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Heritage Wealth Advisors
|
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|
Tompkins Financial Corp
|
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New Age Alpha Advisors, LLC
|
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JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
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Mount Vernon Associates Inc /md/
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Vestcor Inc
|
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SJS Investment Consulting Inc.
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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|
Mill Capital Management, LLC
|
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|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
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|
Citadel Advisors Llc
|
|
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|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
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|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Pictet & Cie (Europe) SA
|
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|
Certified Advisory Corp
|
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|
QV Investors Inc.
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
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|
Hotchkis & Wiley Capital Management Llc
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
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|
Forum Financial Management, LP
|
|
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|
Kozak & Associates, Inc.
|
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|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
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|
|
Carson Advisory Inc.
|
|
|
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|
|
Atria Wealth Solutions, Inc.
|
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
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|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Alpine Investment Management Ltd
|
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|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Hampton Road Capital Management LP
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
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|
NewSquare Capital LLC
|
|
|
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|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
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|
LRI Investments, LLC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
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|
Acropolis Investment Management, LLC
|
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|
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CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
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|
Siemens Fonds Invest GmbH
|
|
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|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
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|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
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|
Optas, LLC
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
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|
Mizuho Securities Co. Ltd.
|
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|
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|
HFM Investment Advisors, LLC
|
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Ballentine Partners, LLC
|
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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|
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|
Krs Capital Management, Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
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Triumph Capital Management
|
|
|
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|
Callan Family Office, LLC
|
|
|
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|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Cim, Llc
|
|
|
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Alta Advisers Ltd
|
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|
Covestor Ltd
|
|
|
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|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
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|
|
|
|
E&G Advisors, LP
|
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|
|
|
|
Becker Capital Management Inc
|
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|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
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|
Kennedy Investment Group
|
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Sierra Summit Advisors Llc
|
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|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
|
Tairen Capital Ltd
|
|
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|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
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|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
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|
LOM Asset Management Ltd
|
|
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|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
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|
|
Moneta Group Investment Advisors Llc
|
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|
Cobalt Capital Management, Inc.
|
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|
Ipswich Investment Management Co., Inc.
|
|
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|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
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|
|
Jackson Creek Investment Advisors LLC
|
|
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|
|
Qrg Capital Management, Inc.
|
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|
PSI Advisors, LLC
|
|
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|
|
New Mexico Educational Retirement Board
|
|
|
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|
Meridiem Capital Partners LP
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Axa S.a.
|
|
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|
Captrust Financial Advisors
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
|
QTR Family Wealth, LLC
|
|
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|
|
North Star Investment Management Corp.
|
|
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|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Avenir Tech Ltd
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Shapiro Capital Management Llc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
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Cary Street Partner Investment Advisory Llc
|
|
|
|
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|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
GM Advisory Group, Inc.
|
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|
Collar Capital Management, LLC
|
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|
Groupama Asset Managment
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Clg Llc
|
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|
X-Square Capital, LLC
|
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|
Aquatic Capital Management LLC
|
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|
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|
Maridea Wealth Management LLC
|
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|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Columbia Advisory Partners Llc
|
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|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
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|
|
Evermay Wealth Management Llc
|
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|
Close Asset Management Ltd
|
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|
First Dallas Securities Inc.
|
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|
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|
Blue Bell Private Wealth Management, Llc
|
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
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|
EULAV Asset Management
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Alerus Financial Na
|
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|
SRS Capital Advisors, Inc.
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|
Grimes & Company, Inc.
|
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|
Breakwater Capital Group
|
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|
Lido Advisors, LLC
|
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|
United Community Bank
|
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|
RFG Advisory, LLC
|
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|
Beaird Harris Wealth Management, LLC
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
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|
City State Bank
|
|
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|
Glen Eagle Advisors, LLC
|
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|
Graham Capital Management, L.P.
|
|
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|
Prime Capital Investment Advisors, LLC
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
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|
|
Thrivent Financial For Lutherans
|
|
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|
|
Swiss National Bank
|
|
|
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|
Intrust Bank Na
|
|
|
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|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
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|
|
FNY Investment Advisers, LLC
|
|
|
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|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
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|
|
|
Credential Qtrade Securities Inc.
|
|
|
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|
National Asset Management, Inc.
|
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|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
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|
|
|
Wood Tarver Financial Group, LLC
|
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|
|
Orleans Capital Management Corp/la
|
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|
EPG Wealth Management LLC
|
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|
Naples Global Advisors, Llc
|
|
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|
Mainsail Financial Group, LLC
|
|
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|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
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|
|
Total Investment Management Inc
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
First Washington CORP
|
|
|
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|
|
BSW Wealth Partners
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
Atreides Management, LP
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Gendell Jeffrey L
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
Palouse Capital Management, Inc.
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Meiji Yasuda Life Insurance Co
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Williams Jones Wealth Management, LLC.
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Massmutual Trust Co Fsb/adv
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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Jones Financial Companies Lllp
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Wealthbridge Capital Management, Llc
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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CENTRAL TRUST Co
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Northwest & Ethical Investments L.P.
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Braun Stacey Associates Inc
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Equitable Holdings, Inc.
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Strategic Wealth Partners, Ltd.
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SRN Advisors, LLC
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FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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Graypoint LLC
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SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
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PKS Advisory Services, LLC
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Sagespring Wealth Partners, Llc
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New Wave Wealth Advisors Llc
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Holderness Investments Co
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South Dakota Investment Council
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Catalyst Capital Advisors LLC
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Tritonpoint Wealth, Llc
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Generali Powszechne Towarzystwo Emerytalne
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Darden Wealth Group Inc
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Nwi Management Lp
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Brandes Investment Partners, Lp
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
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M&G Plc
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Oak Grove Capital LLC
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Pinnacle Bancorp, Inc.
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Sig Brokerage, Lp
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Banco Bilbao Vizcaya Argentaria, S.a.
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Capital International Investors
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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Ami Investment Management Inc
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Louisiana State Employees Retirement System
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Alan B. Lancz & Associates, Inc.
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Quest 10 Wealth Builders, Inc.
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Fisher Funds Management LTD
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VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
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Greykasell Wealth Strategies, Inc.
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Herold Advisors, Inc.
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
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Pines Wealth Management, LLC
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Investment Partners Asset Management, Inc.
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Stevens Capital Management Lp
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
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CALIFORNIA FIRST LEASING Corp
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Adage Capital Partners Gp, L.l.c.
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Millstone Evans Group, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Teacher Retirement System Of Texas
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State Of Michigan Retirement System
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Global Retirement Partners, LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
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Consilium Wealth Advisory, LLC
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Abundance Wealth Counselors
|
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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QTUM - ETF Series Solutions - Defiance Quantum ETF
|
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Fmb Wealth Management
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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Capital International Sarl
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
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SILVER OAK SECURITIES, Inc
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Harvest Fund Management Co., Ltd
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Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Mountain Pacific Investment Advisers Inc/id
|
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Himension Fund
|
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Cascades Capital Asset Management, LLC
|
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Nicholson Meyer Capital Management, Inc.
|
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JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
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Searle & Co.
|
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Chokshi & Queen Wealth Advisors, Inc
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Kingstone Capital Partners Texas, LLC
|
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Hollencrest Capital Management
|
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Twin Peaks Wealth Advisors, LLC
|
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|
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A
|
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Bank of New Hampshire
|
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Golden State Equity Partners
|
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Hazlett, Burt & Watson, Inc.
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
|
Allen Capital Group, LLC
|
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|
Stephens Inc /ar/
|
|
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|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
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|
DT Investment Partners, LLC
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
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|
|
E. Ohman J:or Asset Management AB
|
|
|
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|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
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|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
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D.a. Davidson & Co.
|
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