|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Sora Investors Llc
|
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|
Dynamic Wealth Strategies, LLC
|
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|
Trust Asset Management LLC
|
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|
Iron Horse Wealth Management, LLC
|
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
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|
|
Activest Wealth Management
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Kovitz Investment Group Partners, LLC
|
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Beaird Harris Wealth Management, LLC
|
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Franklin Resources Inc
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
Rhumbline Advisers
|
|
|
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|
Oak Associates Ltd /oh/
|
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Fulcrum Capital LLC
|
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|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
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|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
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Evergreen Capital Management Llc
|
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Chilton Investment Co Llc
|
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Novem Group
|
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Needham Investment Management Llc
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Bay Rivers Group
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Howard Hughes Medical Institute
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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|
Valeo Financial Advisors, LLC
|
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|
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Martingale Asset Management L P
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
Heritage Wealth Advisors
|
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Royal London Asset Management Ltd
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Ancora Advisors, LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Evelyn Partners Investment Management Services Ltd
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
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|
Bleakley Financial Group, LLC
|
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|
FNY Investment Advisers, LLC
|
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American Century Companies Inc
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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Ieq Capital, Llc
|
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Lido Advisors, LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Burr Financial Services, Llc
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BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
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Cypress Capital Advisors, LLC
|
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Country Club Bank /gfn
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Runnymede Capital Advisors, Inc.
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Caas Capital Management Lp
|
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Pinnacle Associates Ltd
|
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SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
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Bangor Savings Bank
|
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|
Barrett & Company, Inc.
|
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Sequoia Financial Advisors, LLC
|
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Client 1st Advisory Group, Llc
|
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Dale Q Rice Investment Management Ltd
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Susquehanna International Group, Llp
|
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Romano Brothers And Company
|
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Louisiana State Employees Retirement System
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Ramirez Asset Management, Inc.
|
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Kempen Capital Management N.v.
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
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|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
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|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
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|
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|
Ulland Investment Advisors, LLC
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Atria Wealth Solutions, Inc.
|
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|
Camarda Financial Advisors, LLC
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
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|
|
|
OneAscent Wealth Management LLC
|
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|
|
|
Regent Peak Wealth Advisors LLC
|
|
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|
|
AlphaCore Capital LLC
|
|
|
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|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
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|
|
Financial Freedom, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Oaktop Capital Management Ii, L.p.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
Park Place Capital Corp
|
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JustInvest LLC
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
Salem Investment Counselors Inc
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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CHICAGO TRUST Co NA
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Pitcairn Co
|
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Aquatic Capital Management LLC
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Impact Capital Partners LLC
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|
Arkadios Wealth Advisors
|
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HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
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|
SS&H Financial Advisors, Inc.
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
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SBI Securities Co., Ltd.
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Thrive Wealth Management, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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Pathway Financial Advisers, LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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Oregon Public Employees Retirement Fund
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Massachusetts Financial Services Co /ma/
|
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Sonora Investment Management Group, LLC
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Eqis Capital Management, Inc.
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Central Pacific Bank - Trust Division
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Old Point Trust & Financial Services N A
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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FIL Ltd
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Fort Sheridan Advisors Llc
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Gold Investment Management Ltd.
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Parsons Capital Management Inc/ri
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RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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Winmill & Co. Inc
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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Applied Finance Capital Management, LLC
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Rockline Wealth Management, LLC
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Principia Wealth Advisory, LLC
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Ausdal Financial Partners, Inc.
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Jane Street Group, Llc
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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Brighton Jones Llc
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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Concord Wealth Partners
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Smart Money Group LLC
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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|
White Knight Strategic Wealth Advisors, LLC
|
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Mission Wealth Management, Lp
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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FT Vest Rising Dividend Achievers Total Return Fund
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Fiduciary Wealth Partners, LLC
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CVA Family Office, LLC
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ARS Investment Partners, LLC
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Sterling Financial Planning, Inc.
|
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Strategic Blueprint, LLC
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Kilter Group LLC
|
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|
Access Financial Services, Inc.
|
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Defined Financial Planning LLC
|
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Magnus Financial Group LLC
|
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Whelan Financial
|
|
|
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Menora Mivtachim Holdings Ltd.
|
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BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
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|
Nwam Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
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|
Bank Of Nova Scotia
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
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|
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|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Black Creek Investment Management Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Centaurus Financial, Inc.
|
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World Equity Group, Inc.
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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Ridgeline Wealth Planning, LLC
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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Silvant Capital Management LLC
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Zurich Insurance Group Ltd/FI
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National Bank Of Canada /fi/
|
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Alliancebernstein L.p.
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Mml Investors Services, Llc
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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First Business Financial Services, Inc.
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Foyston, Gordon, & Payne Inc
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Financial Engines Advisors L.L.C.
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Stratos Wealth Partners, LTD.
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Arrowstreet Capital, Limited Partnership
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
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RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Garrett Wealth Advisory Group, LLC
|
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CFS Investment Advisory Services, LLC
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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Missouri Trust & Investment Co
|
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Integrated Wealth Concepts LLC
|
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Trexquant Investment LP
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Independent Advisor Alliance
|
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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GAMMA Investing LLC
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
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VSTIX - VALIC Co I - Stock Index Fund
|
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GPS Wealth Strategies Group, LLC
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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Keystone Wealth Services, LLC
|
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Gen-Wealth Partners Inc
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
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Aqr Capital Management Llc
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Epoch Investment Partners, Inc.
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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LVW Advisors, LLC
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Cromwell Holdings LLC
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SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
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NorthCrest Asset Manangement, LLC
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Solstein Capital, LLC
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MIG Capital, LLC
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Access Investment Management LLC
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
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Mason Capital Fund Trust - Fundamentals First ETF
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Catalytic Wealth RIA, LLC
|
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
Laraway Financial Inc
|
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Tower Research Capital LLC (TRC)
|
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Chesley Taft & Associates LLC
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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Mather Group, Llc.
|
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SageView Advisory Group, LLC
|
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Brown Brothers Harriman & Co
|
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MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Adage Capital Partners Gp, L.l.c.
|
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Covestor Ltd
|
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Raleigh Capital Management Inc.
|
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Glen Eagle Advisors, LLC
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Commonwealth Retirement Investments LLC
|
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Volterra Technologies LP
|
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Carret Asset Management, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
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|
Lodestar Private Asset Management Llc
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
|
|
Coastline Trust Co
|
|
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|
|
Colony Group, LLC
|
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|
Quotient Wealth Partners, LLC
|
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|
CBOE Vest Financial, LLC
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Rokos Capital Management LLP
|
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|
Strategic Financial Services, Inc,
|
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|
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|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
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|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
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|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Trybe Capital Management LP
|
|
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|
|
First Commonwealth Financial Corp /pa/
|
|
|
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|
|
Creative Planning
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Octahedron Capital Management L.P.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Arlington Trust Co LLC
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Patton Fund Management, Inc.
|
|
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|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
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|
Broyhill Asset Management
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
|
Moore Capital Management, Lp
|
|
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|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
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|
Baldwin Investment Management, LLC
|
|
|
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|
|
Archford Capital Strategies, LLC
|
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|
Gotham Asset Management, LLC
|
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|
First Citizens Bank & Trust Co
|
|
|
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|
|
WealthCollab, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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|
True North Advisors, LLC
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
ABVAX - AB TRUST - AB Value Fund Class A
|
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Sienna Gestion
|
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|
Moss Adams Wealth Advisors LLC
|
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|
Fairway Wealth LLC
|
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|
SOA Wealth Advisors, LLC.
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Larson Financial Group LLC
|
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|
Core Wealth Partners LLC
|
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|
Metis Global Partners, LLC
|
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|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Capula Management Ltd
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
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|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
|
JGP Wealth Management, LLC
|
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|
AlphaStar Capital Management, LLC
|
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|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
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|
Investment Management Corp of Ontario
|
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Maridea Wealth Management LLC
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
Toth Financial Advisory Corp
|
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|
Investment Counsel Co Of Nevada
|
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|
Frazier Financial Advisors, LLC
|
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|
Graypoint LLC
|
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|
GFG Capital, LLC
|
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|
Cape Investment Advisory, Inc.
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
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|
Northern Trust Corp
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
Root Financial Partners, LLC
|
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|
MCF Advisors LLC
|
|
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|
Landscape Capital Management, L.l.c.
|
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|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
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|
Diversify Wealth Management, Llc
|
|
|
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|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Lindbrook Capital, Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
RULRX - World Funds Trust - Rule One Fund
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Alternative Investment Advisors, LLC.
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
OneAscent Investment Solutions LLC
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
|
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|
Powell Investment Advisors, LLC
|
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|
Militia Capital Partners, LP
|
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|
Canada Pension Plan Investment Board
|
|
|
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
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|
Westhampton Capital, LLC
|
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|
Harfst & Associates, Inc.
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
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|
Cigna Investments Inc /new
|
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|
Centiva Capital, LP
|
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|
Venture Visionary Partners LLC
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|
Hollencrest Capital Management
|
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|
Sage Mountain Advisors LLC
|
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|
State of Tennessee, Treasury Department
|
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|
BankPlus Wealth Management LLC
|
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|
Fmr Llc
|
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Carr Financial Group Corp
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Brookwood Investment Group LLC
|
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|
Fiduciary Trust Co
|
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|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
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|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
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|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
YANKCOM Partnership
|
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Limestone Investment Advisors LP
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Cary Street Partners Financial Llc
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WS Portfolio Advisory, LLC
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Groupama Asset Managment
|
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Sax Wealth Advisors, Llc
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
ICICI Prudential Asset Management Co Ltd
|
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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|
Enterprise Financial Services Corp
|
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|
B. Metzler seel. Sohn & Co. AG
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Huntington National Bank
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Mainstay Capital Management Llc /adv
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Portside Wealth Group, LLC
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Ensign Peak Advisors, Inc
|
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
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|
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|
Point72 Europe (London) LLP
|
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Evercore Wealth Management, LLC
|
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|
MASTERINVEST Kapitalanlage GmbH
|
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Seeds Investor Llc
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
Community Bank, N.A.
|
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Comerica Bank
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Sagespring Wealth Partners, Llc
|
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|
One Charles Private Wealth Services, LLC
|
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|
Los Angeles Capital Management Llc
|
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|
Hoese & Co LLP
|
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|
Keudell/Morrison Wealth Management
|
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|
Vise Technologies, Inc.
|
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|
Rothschild Investment Llc
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
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|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
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|
Cypress Asset Management Inc/tx
|
|
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|
City Holding Co
|
|
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
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|
Point72 Italy, S.r.l.
|
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|
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|
Telos Capital Management, Inc.
|
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|
Taylor Hoffman Capital Management LLC
|
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|
Keel Point, LLC
|
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|
Squarepoint Ops LLC
|
|
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|
Sava Infond d.o.o.
|
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|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
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|
|
|
Anchor Investment Management, LLC
|
|
|
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|
|
RFG Advisory, LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Coatue Innovative Strategies Fund
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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|
RAM Investment Partners, LLC
|
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|
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|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Axa S.a.
|
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|
|
|
Victory Capital Management Inc
|
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|
Horizon Bancorp Inc /in/
|
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|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
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|
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|
|
Riverview Trust Co
|
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|
|
Farmers & Merchants Investments Inc
|
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|
SoundView Advisors Inc.
|
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Employees Retirement System of Texas
|
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|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Ronald Blue Trust, Inc.
|
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|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
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|
Janney Capital Management LLC
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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|
|
|
|
Intech Investment Management Llc
|
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|
Walker Asset Management, LLC
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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|
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|
ORG Partners LLC
|
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Obsidian Personal Planning Solutions LLC
|
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Abel Hall, LLC
|
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Kendall Capital Management
|
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Modera Wealth Management, LLC
|
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|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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Everhart Financial Group, Inc.
|
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|
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Nuveen S&p 500 Buywrite Income Fund
|
|
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Ellevest, Inc.
|
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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DT Investment Partners, LLC
|
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Blue Bell Private Wealth Management, Llc
|
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Calamos Wealth Management LLC
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
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|
Empowered Funds, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
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|
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SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
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MWA Asset Management
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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LOM Asset Management Ltd
|
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NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
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|
Gateway Investment Advisers Llc
|
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|
Hennion & Walsh Asset Management, Inc.
|
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Guyasuta Investment Advisors Inc
|
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|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
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|
PFG Investments, LLC
|
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|
Global Retirement Partners, LLC
|
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|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Aviva Plc
|
|
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|
Everett Harris & Co /ca/
|
|
|
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
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|
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|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
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|
Selway Asset Management
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
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|
|
Maytus Capital Management, LLC
|
|
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|
BLI - Banque de Luxembourg Investments
|
|
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|
Cloverfields Capital Group, Lp
|
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|
Greenland Capital Management LP
|
|
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|
Blackrock Science & Technology Trust
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Poinciana Advisors Group, Llc
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Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
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Insigneo Advisory Services, Llc
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Alhambra Investment Partners LLC
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SRS Capital Advisors, Inc.
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
West Financial Advisors, LLC
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Vident Advisory, LLC
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Phraction Management LLC
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Dougherty Wealth Advisers LLC
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FSM Wealth Advisors, LLC
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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Marshall Wace, Llp
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Kovack Advisors, Inc.
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Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
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West Branch Capital LLC
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
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|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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Baker Ellis Asset Management LLC
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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|
Intact Investment Management Inc.
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WealthPlan Investment Management, LLC
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Custom Index Systems, Llc
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
|
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PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
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|
Versant Capital Management, Inc
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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|
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|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
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Forte Capital Llc /adv
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
Meeder Advisory Services, Inc.
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
Davis Selected Advisers
|
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|
Navellier & Associates Inc
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Tactive Advisors, LLC
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Columbia Asset Management
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Colonial Trust Advisors
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Bensler, LLC
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Cookson Peirce & Co Inc
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Hardy Reed LLC
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Resonant Capital Advisors, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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|
Nelson Capital Management, LLC
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AE Wealth Management LLC
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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|
Peak6 Llc
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|
Neville Rodie & Shaw Inc
|
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Total Investment Management Inc
|
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Meiji Yasuda Life Insurance Co
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Harbor Island Capital LLC
|
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|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
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|
Beacon Pointe Advisors, LLC
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|
Benjamin Edwards Inc
|
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|
Ignite Planners, LLC
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
HFM Investment Advisors, LLC
|
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|
Mechanics Bank Trust Department
|
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|
Hartford Investment Management Co
|
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|
Moors & Cabot, Inc.
|
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Yarbrough Capital, LLC
|
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|
Ccm Investment Group, Llc
|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
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|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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|
Dana Investment Advisors, Inc.
|
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MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
Lcnb Corp
|
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Strengthening Families & Communities, LLC
|
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|
PKO Investment Management Joint-Stock Co
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
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|
Milestone Resources Group Ltd
|
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|
Crestwood Advisors Group LLC
|
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
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|
Dorsey & Whitney Trust CO LLC
|
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|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
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|
Boston Private Wealth Llc
|
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|
Atala Financial Inc
|
|
|
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|
Northside Capital Management, LLC
|
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|
Institute for Wealth Management, LLC.
|
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|
IFM Investors Pty Ltd
|
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|
USS Investment Management Ltd
|
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|
Ballentine Partners, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
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|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
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Cranbrook Wealth Management, LLC
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Seizert Capital Partners, Llc
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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IMA Wealth, Inc.
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Financial Advocates Investment Management
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Yousif Capital Management, Llc
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Violich Capital Management, Inc.
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XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
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Confluence Wealth Services, Inc.
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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Avantax Planning Partners, Inc.
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TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
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Spirepoint Private Client, Llc
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Trust Co Of Vermont
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Cooper Financial Group
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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George Kaiser Family Foundation
|
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Northwestern Mutual Investment Management Company, Llc
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
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Change Path, LLC
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
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Tritonpoint Wealth, Llc
|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Y.D. More Investments Ltd
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Hosking Partners LLP
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State of Alaska, Department of Revenue
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Tower Bridge Advisors
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Trust Co Of Oklahoma
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Chicago Capital, LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Investment Management Corp /va/ /adv
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
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Bill Few Associates, Inc.
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BBR ALO Fund, LLC
|
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Eaton Vance Tax-managed Diversified Equity Income Fund
|
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
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DAVENPORT & Co LLC
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Two Sigma Advisers, Lp
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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SJS Investment Consulting Inc.
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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Buckley Wealth Management, LLC
|
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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First Merchants Corp
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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Gitterman Wealth Management, LLC
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GROZ - Zacks Trust - Zacks Focus Growth ETF
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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Jupiter Wealth Management LLC
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Arvest Investments, Inc.
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Platinum Investment Management Ltd
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Capital Investment Advisors, LLC
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Pensionfund Sabic
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Syon Capital Llc
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Charter Trust Co
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Cetera Trust Company, N.A
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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Oak Grove Capital LLC
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Arizona State Retirement System
|
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Trifecta Capital Advisors, LLC
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Addison Advisors LLC
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Cedar Wealth Management, LLC
|
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Watershed Private Wealth Llc
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
Gladstone Institutional Advisory LLC
|
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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|
Progressive Investment Management Corp
|
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Florida Financial Advisors, Llc
|
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Boxwood Ventures, Inc.
|
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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Brown Financial Advisors
|
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Lindenwold Advisors
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
Physicians Financial Services, Inc.
|
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Manchester Capital Management LLC
|
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|
Loomis Sayles & Co L P
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Perennial Investment Advisors, LLC
|
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|
Bank Of America Corp /de/
|
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Rakuten Investment Management, Inc.
|
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QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
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|
Destination Wealth Management
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
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|
Roberts Glore & Co Inc /il/
|
|
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|
Advisors Asset Management, Inc.
|
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|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
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|
|
|
Integras Partners LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
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|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
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|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
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|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
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|
Quantinno Capital Management LP
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
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|
HB Wealth Management, LLC
|
|
|
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|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
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|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
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|
Alpine Woods Capital Investors, Llc
|
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|
Strs Ohio
|
|
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
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|
|
Atlantic Trust, LLC
|
|
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|
Capstone Financial Advisors, Inc.
|
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|
Stock Yards Bank & Trust Co
|
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|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
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|
|
Founders Capital Management, Llc
|
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|
|
Red Tortoise LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
EMSF - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Sustainable Future Active ETF
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Peregrine Investment Management Inc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
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|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
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|
|
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|
Allen Capital Group, LLC
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Westpac Banking Corp
|
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SCS Capital Management LLC
|
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|
Northstar Group, Inc.
|
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Moisand Fitzgerald Tamayo, LLC
|
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|
Range Financial Group LLC
|
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|
Samalin Investment Counsel, LLC
|
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|
Contravisory Investment Management, Inc.
|
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|
LPL Financial LLC
|
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|
Nova Wealth Management, Inc.
|
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|
Ballast Advisors Llc
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Highline Wealth Partners Llc
|
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|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Verus Capital Partners, Llc
|
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|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
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|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Dividend & Income Fund
|
|
|
|
|
|
Crosslink Capital Inc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Heard Capital LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Triple Frond Partners LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Four Tree Island Advisory LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Clg Llc
|
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Concentric Capital Strategies, LP
|
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EverSource Wealth Advisors, LLC
|
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Lmcg Investments, Llc
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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|
Arete Wealth Advisors, LLC
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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|
Fred Alger Management, Llc
|
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|
Tortoise Investment Management, LLC
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|
Envestnet Portfolio Solutions, Inc.
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|
Dagco, Inc.
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|
Kayne Anderson Rudnick Investment Management Llc
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Trustmark National Bank Trust Department
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Nuveen, LLC
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|
Connective Portfolio Management, LLC
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|
Bordeaux Wealth Advisors LLC
|
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|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
High Note Wealth, LLC
|
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Guerra Pan Advisors, Llc
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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Natixis
|
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|
State of Wyoming
|
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AlTi Global, Inc.
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Close Asset Management Ltd
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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 Point Capital Partners LLC
|
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|
Montrusco Bolton Investments Inc.
|
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
Cwm, Llc
|
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BancorpSouth Bank
|
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|
Waterloo Capital, L.P.
|
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ASB Consultores, LLC
|
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NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
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|
Evermay Wealth Management Llc
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111 Capital
|
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Securian Asset Management, Inc
|
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
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|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
Orion Capital Management LLC
|
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|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
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|
|
Hilltop National Bank
|
|
|
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|
Nicolet Advisory Services, Llc
|
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SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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|
Silver Coast Investments LLC
|
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|
Lighthouse Investment Partners, LLC
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
Clark Capital Management Group, Inc.
|
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|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
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|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
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|
Western Wealth Management, LLC
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
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|
Global Trust Asset Management, LLC
|
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Hemington Wealth Management
|
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|
Natixis Advisors, L.p.
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
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|
Sandy Spring Bank
|
|
|
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|
Sachetta, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
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|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Talos Asset Management LP
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
River Wealth Advisors LLC
|
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|
Capital A Wealth Management, LLC
|
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|
Caldwell Securities, Inc
|
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|
NJ State Employees Deferred Compensation Plan
|
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|
Consilium Wealth Advisory, LLC
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|
Manufacturers Life Insurance Company, The
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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Joel Isaacson & Co., LLC
|
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Citizens National Bank Trust Department
|
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MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
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|
Marble Harbor Investment Counsel, LLC
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Man Group plc
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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Golden State Wealth Management, LLC
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Clark Financial Services Group Inc /bd
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Nippon Life Global Investors Americas, Inc.
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TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
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HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
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Ubs Asset Management Americas Inc
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Hsbc Holdings Plc
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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IYW - iSHARES TRUST - iShares U.S. Technology ETF
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Cetera Investment Advisers
|
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Berger Financial Group, Inc
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Putney Financial Group LLC
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Hancock Whitney Corp
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Kestra Investment Management, LLC
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Jupiter Asset Management Ltd
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Sivia Capital Partners, LLC
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Avestar Capital, LLC
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Warren Street Wealth Advisors, LLC
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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TFC Financial Management
|
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Natural Investments, Llc
|
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Kennebec Savings Bank
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Parkworth Wealth Management, Inc.
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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Bradley Foster & Sargent Inc/ct
|
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Great Valley Advisor Group, Inc.
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Baader Bank INC
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Rossby Financial, LCC
|
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LGT Fund Management Co Ltd.
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Shelton Capital Management
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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N.E.W. Advisory Services LLC
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Paladin Wealth, LLC
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Lake Street Financial Llc
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Wiley Bros.-aintree Capital, Llc
|
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Bogart Wealth, LLC
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Commerce Bank
|
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AllSquare Wealth Management LLC
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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State Of Michigan Retirement System
|
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Knollwood Investment Advisory, LLC
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Strategies Wealth Advisors, LLC
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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Silvercrest Asset Management Group Llc
|
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denkapparat Operations GmbH
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Adviser Investments LLC
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Oak Harvest Investment Services
|
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First Command Advisory Services, Inc.
|
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
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Personal Cfo Solutions, Llc
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
Horizon Family Wealth, Inc.
|
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Rialto Wealth Management, LLC
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Candriam Luxembourg S.C.A.
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Evolution Wealth Management Inc.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Montag A & Associates Inc
|
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Jamison Private Wealth Management, Inc.
|
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SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Qsemble Capital Management, LP
|
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Banque Pictet & Cie Sa
|
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Harel Insurance Investments & Financial Services Ltd.
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Swedbank AB
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Pacific Point Advisors, LLC
|
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|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Milestone Asset Management, Llc
|
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|
Equitable Trust Co
|
|
|
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|
Wealthspire Advisors, LLC
|
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|
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|
Bay Harbor Wealth Management, LLC
|
|
|
|
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|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
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|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Hel Ved Capital Management Ltd
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Katamaran Capital LLP
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
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Wood Tarver Financial Group, LLC
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Strategic Investment Advisors / MI
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
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VCGAX - VALIC Co I - Growth & Income Fund
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Qtron Investments LLC
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Buckingham Strategic Partners
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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Us Bancorp \de\
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Legal & General Group Plc
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Congress Wealth Management LLC / DE /
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LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
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Bard Financial Services, Inc.
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Nisa Investment Advisors, Llc
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Holocene Advisors, LP
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Van Eck Associates Corp
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CX Institutional
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Western Pacific Wealth Management, LP
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Mackenzie Financial Corp
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CI Private Wealth, LLC
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PineBridge Investments, L.P.
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
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West Bancorporation Inc
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Glenmede Investment Management, LP
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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Allworth Financial LP
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Blueshift Asset Management, LLC
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Hutchens & Kramer Investment Management Group, LLC
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Maryland State Retirement & Pension System
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Thoroughbred Financial Services, Llc
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Norinchukin Bank, The
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
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STXG - EA Series Trust - Strive 1000 Growth ETF
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Tilson Financial Group, Inc.
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Jackson Wealth Management, LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Sterling Capital Management LLC
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Apella Capital, LLC
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Commerzbank Aktiengesellschaft /fi
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Means Investment Co., Inc.
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Huntleigh Advisors, Inc.
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
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Freestone Capital Holdings, LLC
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NRI Wealth Management LC
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IXN - iSHARES TRUST - iShares Global Tech ETF
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Callahan Advisors, LLC
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Haverford Trust Co
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Persium Advisors, LLC
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Fort Washington Investment Advisors Inc /oh/
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Indiana Trust & Investment Management CO
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Keystone Financial Group
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Sittner & Nelson, Llc
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HighPoint Advisor Group LLC
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Kennicott Capital Management Llc
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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TUG - Listed Funds Trust - STF Tactical Growth ETF
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
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SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
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Cypress Capital, LLC
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Maven Securities LTD
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
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Artemis Investment Management LLP
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Verdence Capital Advisors LLC
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Caxton Associates Llp
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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Westerkirk Capital Inc.
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HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
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Center For Asset Management LLC
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Manchester Global Management (UK) Ltd
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Pictet Asset Management Holding SA
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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CNB Bank
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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Kentucky Retirement Systems Insurance Trust Fund
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Darden Wealth Group Inc
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iA Global Asset Management Inc.
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Axq Capital, Lp
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Elyxium Wealth, LLC
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Bristlecone Advisors, LLC
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Childress Capital Advisors, Llc
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Chicago Partners Investment Group LLC
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RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
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DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class
|
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Public Employees Retirement Association Of Colorado
|
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
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Parisi Gray Wealth Management
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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Coldstream Capital Management Inc
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California Public Employees Retirement System
|
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Glenview Trust Co
|
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Convergence Investment Partners, LLC
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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|
Legacy Wealth Asset Management, LLC
|
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|
Washington Trust Advisors, Inc.
|
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First American Trust, Fsb
|
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Morgan Stanley
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
Schroder Investment Management Group
|
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Peapack Gladstone Financial Corp
|
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|
Daymark Wealth Partners, Llc
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
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|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
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|
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|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
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|
Key FInancial Inc
|
|
|
|
|
|
Intrust Bank Na
|
|
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XTX Topco Ltd
|
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|
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|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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|
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|
Red Door Wealth Management, LLC
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
MTM Investment Management, LLC
|
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|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Summit Street Capital Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
MISEX - Midas Series Trust - Midas Magic
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
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|
Jones Financial Companies Lllp
|
|
|
|
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|
Private Trust Co Na
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
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|
|
Blue Whale Capital LLP
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
BCR Wealth Strategies, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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KBC Group NV
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Tcw Group Inc
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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Annis Gardner Whiting Capital Advisors, LLC
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Steel Peak Wealth Management LLC
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Jackson Creek Investment Advisors LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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Sand Hill Global Advisors, LLC
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Whittier Trust Co
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Smith, Salley & Associates
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
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NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
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Pnc Financial Services Group, Inc.
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Woodward Diversified Capital, Llc
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Harwood Advisory Group, LLC
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Walkner Condon Financial Advisors LLC
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Diversified Trust Co
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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Aries Wealth Management
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Fisher Funds Management LTD
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Tokio Marine Asset Management Co Ltd
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Johnson Investment Counsel Inc
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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Klingman & Associates, LLC
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
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Dogwood Wealth Management LLC
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
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EUSM - Strategy Shares - Eventide US Market ETF
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Richardson Capital Management LLC
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Blume Capital Management, Inc.
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
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Groesbeck Investment Management Corp /nj/
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Optiver Holding B.V.
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Leavell Investment Management, Inc.
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Summit Financial, LLC
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EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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BOS Asset Management, LLC
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Marshall & Sullivan Inc /wa/
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Aprio Wealth Management, LLC
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Everence Capital Management Inc
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Fifth Third Wealth Advisors LLC
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DHJJ Financial Advisors, Ltd.
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Jfs Wealth Advisors, Llc
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Gradient Capital Advisors, LLC
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Bell Investment Advisors, Inc
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ELCV - Strategy Shares - Eventide High Dividend ETF
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Eastern Bank
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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Cornerstone Strategic Value Fund Inc
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Westover Capital Advisors, LLC
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
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Relyea Zuckerberg Hanson LLC
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Osterweis Capital Management Inc
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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Krs Capital Management, Llc
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Phillips Wealth Planners LLC
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
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MJT & Associates Financial Advisory Group, Inc.
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Tidemark, LLC
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Agf Management Ltd
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Investment Partners Asset Management, Inc.
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Level Four Advisory Services, Llc
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Texas Capital Bank Wealth Management Services Inc
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Advyzon Investment Management, LLC
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Perigon Wealth Management, LLC
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Allstate Corp
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Asset Dedication, LLC
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Jacobi Capital Management LLC
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Clifford Swan Investment Counsel Llc
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Point72 Asset Management, L.P.
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Crown Advisors Management, Inc.
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Miracle Mile Advisors, LLC
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Motco
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Fiduciary Financial Group, Llc
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Jackson, Grant Investment Advisers, Inc.
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Nbc Securities, Inc.
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
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Ag2r La Mondiale Gestion D'actifs
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West Michigan Advisors, Llc
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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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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