|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Pelham Capital Ltd.
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
American Capital Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Speece Thorson Capital Group Inc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Fortune 45 LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Maren Capital LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
One Madison Group Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Stony Point Capital LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Caldwell Investment Management Ltd.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Broad Run Investment Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Marshfield Associates
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Seven Grand Managers, Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Akre Capital Management Llc
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Wedgewood Partners Inc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Centerstone Investors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Marvin & Palmer Associates Inc
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
